Lindsay Shetterly, Principal and Client Advisor; Laura Cheplak, Chief Operating Officer; Candace Lee, Vice President and Client Advisor
Pike & Rose
11810 Grand Park Ave., Suite 500
North Bethesda, MD 20852
301-371-2900
and
Tysons Corner
8000 Towers Crescent Drive, Suite 1450
Vienna, VA 22182
703-534-4444
info@glassmanwealth.com
glassmanwealth.com
Q What’s changed for women in business, if anything, over your career?
A More women are entering the financial services industry, and more are rising into leadership roles. We’re also seeing an increase in clients who are specifically requesting to work with female advisors.
Q What qualities do you think a successful wealth advisor should have?
A It starts with being an attentive listener, so you can make the clients’ priorities your own. A successful wealth advisor should have a curious mindset and a fierce attention to detail. Also, a deep love of Excel! But our role goes beyond numbers; it’s about understanding how each client feels about their finances, and communicating how we can serve their best interests in a way that resonates with them.
Q How do you measure success?
A We measure our success in terms of our clients’ success. We’re always working to meet our clients’ needs, helping them achieve their financial goals while giving them peace of mind. In some ways, success can be hard to quantify, but it shows up in our high client retention rate. Satisfied clients not only stay with us, but are also happy to refer us to their friends, neighbors and colleagues.
Q What do you look forward to when you go to work every day?
A The team. Each one of us at Glassman Wealth absolutely loves and respects their colleagues. We are all here to support each other and do our best work for our clients every day.
Glassman Wealth is a full-service, fee-only fiduciary providing personalized investment advice, financial planning and wealth management. With one of the lowest client-to-advisor ratios in the industry, Glassman’s team of innovative advisors has the time to focus on each client’s unique needs, helping them achieve their financial goals—and realize their dreams.