Top Women Advisor Summit

The Top Women Advisor Summit is a premier event designed for leading women in the financial advisory sector, taking place in Boca Raton, United States. This summit brings together the best-in-state advisors, as recognized by Forbes and SHOOK, to engage in meaningful discussions and networking opportunities. Attendees can expect a comprehensive agenda filled with insightful sessions and activities that focus on the unique challenges and opportunities faced by women in the financial advising industry.The event features a dynamic lineup of presentations and discussions, including topics such as 'The Business of Breaking Barriers', 'Small Room Big Deal: Winning Strategies for High Stakes Meetings', and 'Markets in the Age of Disruption'. Participants will also explore critical themes like work-life balance and what high-net-worth women truly seek from their advisors. Notable speakers will include experts from prestigious firms such as J.P. Morgan Wealth Management, Graystone Consulting from Morgan Stanley, and the Managing Director of Business Development at KKR Real Estate Select Trust. The summit will culminate in a SHOOK Best Idea Competition, encouraging innovation and collaboration among top advisors. Attendees will also enjoy networking opportunities during cocktails and dine-arounds with partners, making this an invaluable experience for women advisors committed to excelling in their careers.