A new wealth management business has launched in San Juan Capistrano, California, led by two women advisors who have served approximately $325 million in advisory, brokerage and retirement plan assets.
Revel Private Wealth is affiliated with LPL Financial’s supported independence model, LPL Strategic Wealth Service.
Founders Megan Stirrat and Tenley Hardt were previously with Merrill Lynch but have decided to swap the wirehouse experience to launch their own independent practice specializing in helping women in transition and those in sports and entertainment.
Stirrat has nearly 30 years of industry experience and is a former All-American rower at Michigan State and “loyal and loud” Spartans football fan, while Hardt has a background in the entertainment industry.
“There are huge opportunities in the sports field, especially now that college athletes can be paid. We want to educate them and help prepare them for a more confident financial future,” Hardt said in a statement.
The advisors are passionate about helping women understand their finances and financial goals, and often take part in events and initiatives aimed at supporting women to find their financial futures and their voices.
“As women, we have a sensitivity and understanding of what they may be going through, and we’re very compassionate as we help clients navigate their situations,” said Stirrat, who is a certified divorce financial analyst.
They chose their firm’s name because revel means to enjoy yourself in a lively way.
“That’s what we do and that’s what we want for our clients — to revel in their success and help them reach it,” Hardt explained. “Life can be so busy at times with so many distractions, especially as women and moms. We don’t want to forget to revel in the moment. To live for today and plan for tomorrow.”
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
