TheAdvisory was built on the premise that there are more male
advisors than there are female advisors. Statistically, there
are more women in New England than men by percentage,
which means they have fewer options to choose from for
an advisor. Women are juggling so many priorities at any
given time and more often than not, they find themselves in
predetermined situations. TheAdvisory is bridging the gap left
in the understanding that women need a safe space to be as
expressive as possible with their financial needs, wants and
wishes. We provide an opportunity for fellow women to relate in
a reciprocal way with another woman who can be her confidant,
coach and guide as well as holding her accountable. We look
at the whole picture and how every single priority impacts that
picture. Every time we speak with a woman, we get it, we have
been there, the parallel nature of our experiences provides for
a natural way to communicate and relate. We meet our clients,
exactly where they are, with whatever they have.
TheAdvisory is a woman owned business that partners
with individuals and families in New England to plan
and secure their financial future.
Flora Hull
CEO and Founder
Amanda Smith
Director of Operations
Ashley Shawley
SVP—Regional Sales
Claire Emery
SVP—Financial
Advisor
Renata Lahner
Insurance and
Medicare Specialist
Nikki Patel
Executive Admin
Syed Pikit
Manager,
Client Success
A D V I S O R Y S E R V I C E S O F F E R E D T H R O U G H F O U N D A T I O N S I N V E S T M E N T A D V I S O R S , A N S E C R E G I S T E R E D I N V E S T M E N T A D V I S E R .
T A L K T O O U R T E A M :
theadvisoryusa.com
/
ask@theadvisoryusa.com
/
207-208-8130
/
Brunswick, Maine
