Summary: Kelly is a Wealth Management Advisor at WestPac Wealth Partners. Kelly works with her clients in all aspects of financial wealth advisory including: asset protection, wealth accumulation and financial coordination. Kelly previously worked in Institutional and Portfolio Management. Her experience in the corporate world provided her a deep financial foundation but left her wanting to help people in a more personal way. After some personal experiences, Kelly made the switch to helping individuals, families and business owners and feels deeply rewarded by helping and coaching them onto a better financial path. Kelly graduated from Cornell University with a degree in Business Management. She has her CFA Designation, Investment, Life and Health licenses. In her free time, you will find her eating all types of cuisines, traveling domestically and internationally, spending time with family and friends and dancing salsa. Lynsey Freeman’s passion is to teach her clients the art of money management - how to protect it, save it, invest it, spend it wisely and enjoy it through every stage of life. She provides a simple yet highly effective method of approaching finance - in a fun, personalized, compassionate, relatable and realistic way. Lynsey is a Managing Director at WestPac Wealth Partners based out of the Las Vegas office. She was born and raised in Las Vegas, Nevada and later finished her Bachelor’s Degree in Business Finance from the University of Nevada, Las Vegas. In addition to her career, Lynsey is focused on putting her passions and skills to good use by supporting local organizations and projects. In her spare time, you can find her on the golf course, yoga studio or spending time with her puppies. Tune in to hear: - What are some of the advantages of being a woman that make them uniquely suited to financial advising? - How might some of women’s strengths, when overextended, become weaknesses or impediments to investing? - In spite of women’s outperformance, surveys show that the general public believes men are better money managers. How can the financial industry begin to remedy this misunderstanding? - Women, on average, are less confident in their ability to manage money than men. How can we narrow this confidence gap while still retaining women’s aptitude for care and research in investing? - How can the financial services industry better meet the unique needs of women, both as investors and as clients? www.westpacwealth.com
