Managing director, institutional marketing, TD Ameritrade Institutional
Kate Healy, managing director of institutional marketing for TD Ameritrade Institutional, is a happy camper.
"I don't work. I have the best job in the world", she said. "I have a phenomenal team, and I love that I feel like I'm making an impact on the profession."
Ms. Healy has been able to create programs to help develop the next generation of advisers and support female advisers.
Her NextGen Initiative has several elements: scholarships for four-year financial planning programs, including some geared toward diverse students; grants to colleges to enhance their financial planning curricula; a conference that allows students and program directors to network with advisers; and the RIA Intern Network, including tools for advisers and training and job resources for students.
She's excited to watch the progress.
"We're seeing increasing numbers of people entering the school programs and more interactions with program directors at more schools," Ms. Healy said.
Ms. Healy also developed a women's leadership initiative that educates advisers on the needs of female investors through webinars and conference sessions. The initiative also supports and builds the pipeline of female advisers by sponsoring women's networking events and informal mentoring.
"In the beginning of my career, I had many women peers. But as I started moving up, I noticed there were not as many. I was fortunate to have some great male mentors and sponsors as I progressed through my career," she said.
"This is my real passion," Ms. Healy continued. "Because I didn't have mentors in this field early on, I want to help other women find their paths in the financial planning industry."
— Deborah Nason