Nora Yousif

Nora Yousifage 28

Associate vice president, RBC Wealth Management

Fast Facts

  • Was an EMT and business consultant before becoming an adviser
  • Travel junkie with New Zealand next on the list
  • Daughter of a Lebanese immigrant

Nora Yousif is a third-generation financial adviser, working alongside her 81-year-old grandfather, Lee, and stepdad, Kevin.

“It’s a really cool dynamic,” Ms. Yousif said. “We all work so well together, I think because we’re so different.”

It wasn’t a track that Ms. Yousif always planned, though. As a young graduate from Providence College, Ms. Yousif abandoned her pre-med track and got a start in business consulting, often using a spare desk in her family’s office as a work space. But seeing firsthand what her grandfather and stepdad did day-to-day sparked her interest in being a financial adviser.

Fast forward to the present day, where Ms. Yousif has made quite a name for herself. She’s presented to more than 40 professional organizations about personal finance, having recently shared a stage with Arianna Huffington.

Ms. Yousif runs a monthly speaker series called “Women, Wine and Wall Street” in the Boston community, designed as a fun way to broach personal-finance topics such as college financial aid and Social Security. She’s grown attendance from a handful of women to a standing-room-only crowd of around 100 over the past three years – Ms. Yousif has twice needed a venue change to accommodate the growing number of attendees.

“Next year, it’ll probably change to ‘Wine and Wall Street’ because all the husbands want to attend,” Ms. Yousif said.

Further, she created and hosts a local TV segment called “Five-Minute Financial New Flash” that airs around once a week.

Ms. Yousif attributes much of her drive to succeed to her mother, an immigrant who fled the Lebanese Civil War when she was 18 years old and ultimately started a business in the U.S., a laser cosmetics center.

“She was an incredible role model and demonstration of what hard work and strong character can do,” Ms. Yousif said.

– Greg Iacurci

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