Osaic chair is ‘raising the stats’ for women advisors

Hailing from Mobile, Alabama, to which Christina Nash jokingly refers to L.A., or Lower Alabama, the founding partner and advisor at the Pennington, New Jersey based firm Knox Grove Financial, Osaic Wealth, was a natural entrepreneur in her early years. She found pleasure dabbling in different industries and businesses.

After graduating college on a volleyball scholarship and receiving her master’s degree in finance, she found herself back to her old high school teaching what she loved most: volleyball.

Despite having “a great life, but no personal life”, Nash decided to pursue her degree in finance when she became a financial advisor. She highlights that her life journey ended up blending quite nicely.

“As financial planners, you’re an educator, you're a little bit of a therapist, and you're certainly a coach so it was a really good fit for me.”

As chair of the Women's Advisory Board for Osaic, Nash feels she's had an excellent impact on “getting that ship pointed in the right direction when it comes to continuing to raise the stats for women in this industry.”

“That’s been an important challenge and I think we're doing it,” she says.

This is just one of several things she’s being recognized for as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.

Nash points out that’s she really enjoyed the path the industry has gone on with educating and empowering advisors and clients alike. “It’s been really fun to see how it's changed people's lives, by understanding what they have, why they have it,” she says.

“It certainly helps their behaviors going forward to understand what their goals are and what they need to decide on today to make those goals come to be.”

One of Nash’s goals over the next year is to get more comfortable with AI, she says, as she thinks it's going to help “streamline a lot of processes and get in a position where it's going to help with training and saving time.”

For more details about the InvestmentNews Awards, including a list of all finalists and details of how to attend, follow this link.