Securities America hosts 7th Annual Super Women’s Summit for Financial Advisors
A licensed advisor, Escribano noticed a lack of conversation on helping clients who wished to remain in their own homes instead of going to assisted facilities, or clients taking care of aging family members. She focuses on several nuances, including cultural differences, while educating advisors about the many resources available on aging in place.
"For advisors, their clients trust them with everything else, including referrals for CPAs and estate planning lawyers, so this allows them to be prepared for the tough questions about their future care or care for a parent," Escribano said. "To be the ultimate resource of information, we discuss additional services and situations, like finding a geriatric care manager. Advisors are often surprised by just how much information is available."
A registered corporate coach, Escribano earned a Master's Degree in Adult Education & HR Leadership. She holds the Series 7 securities license.
In its seventh year, Securities America's Super Women's Summit brings together top women advisors to discuss topics that resonate especially with women.
"Each year the Super Women's Summit provides the opportunity for learning and collaborating as part of our Connect national conference," said Janine Wertheim, president, Securities America Advisors and senior vice president and chief marketing officer, Securities America. "We are looking forward to Missy's expertise on this subject that is impacting so many families. And since a majority of women end up as caregivers and the ones who orchestrate care to aging parents, this topic is spot on for our group both personally and professionally. It gives our advisors another opportunity to enhance the client experience."
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 2,000 independent advisors and $55 billion in client assets.
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Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.