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The mission of the Women’s Finance Exchange is to develop professional women working in financial areas by providing networking and learning opportunities in a relationship-driven environment.

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Meet the Member: Lisa Chandler
Welcome to our latest installment in our "Meet the Member" series. This month meet Lisa Chandler, our 2017 President!

Meet the Member: Jillian Nel

Welcome to our latest installment in our "Meet the Member" series. This month meet Jillian Nel, our newest member! 

Meet the Member: Margaret Ceconi

Welcome to WFE's inaugural news series where we will feature a member each month. This month meet Margaret Ceconi, founder of the WFE!

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Meet the Member: Jillian Nel
Date: 11/9/2016
Written By: Rzan Swaidan

Welcome to our latest installment in our "Meet the Member" series, where we will feature a WFE member. This month meet our newest member, Jillian Nel!


Read on to learn more about Jillian:

How did you get involved in the WFE and how long have you been a member?
Lisa Chandler introduced me to the group – been a member just a few months.

What is your favorite thing about WFE?
Meeting & getting to know fabulous women

10 Quick Questions:
1. What was your first job?
I worked fitting point shoes at Leapin' Leotards in the village when I was 15. I was a dancer growing up so doing this was an easy fit. Plus, I got discounted leotards & tights!

2. What do you like most about your current job?
The relationship part. Financial Planning is so much more than the technique of money management, it is really about listening, learning about others, empathizing and then making plans & setting goals together for the future. When you set up a plan this way you move beyond trusted advisor to a friend and confidant. When the relationships grow to this level, you aren't just advising them through the bad times and scary markets – you get to enjoy the triumphs and joys of their lives too.

3. What is the best career advice you've ever received?
Suck it up, honey.

4. If you weren't a Financial Planner, what would you be doing?
Probably taxes…

5. Do you have any pets?
Yes, a cat & a 200Lb pot belly pig, wanna see a picture?

6. What are you currently reading?
Mitch Albom's latest, The Magic Strings of Frankie Presto

7. How do you handle stress?
Massage Envy & Pinot Noir

8. What do you make time for no matter what?
Massage Envy & Pinot Noir

9. What is one thing people would be surprised to know about you?
The aforementioned sow, Miss Piggy Sue

10. Who is your role model?
Mom for sure. She is the lady that when everyone meets her, says how lucky I am she’s mine. I adore the effect she has on people and especially the way she makes people feel.

Bonus Question!
11. What "lesson from mom" do you still live by today?
Make good choices, go to church & read the bible. Although its spoken like this:
"Make good choy – sez, go ta chuch, and read ur bye – bull"


Economic Forecast 2017
Greg Young, SVP and Senior Portfolio Manager at Bernstein Global Wealth Management spoke to WFE on January 11th to provide an overview of the 2017 U.S. Economic Outlook from an investment stand-point.

Integrating Office Politics into Your Success Strategy

Christine Spray, nationally recognized business development keynote speaker and two time best-selling author, spoke to WFE about integrating office politics into any successful strategy. 

Duck Hunt 2016

Click here to see photos from our annual Duck Hunt event!