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Financial Industry Veteran Stacy Marcus Launches "Women Investing Now"

Client NoticeNovember 4, 2015
About STACY MARCUS

Stacy Lynn Marcus CDFATM, CFEITM is a financial industry veteran known for providing personalized wealth advisory services that leverage leading software and digital tools to enable informed decision-making and goal achievement. An expert on wealth advisory for women, NextGen client acquisition, and financially equitable divorce, Marcus is a contributor on a number of personal finance sites.

About WOMEN INVESTING NOW

Women Investing Now (WIN) is a unique offering of custom wealth advisory and investment capability on one platform.  WIN integrates personalized financial advice, a personal financial dashboard, cutting-edge financial decision-making simulation tools, curated content and events, and both digital (Robo) and custom portfolio investment management on one platform. 

The WIN platform offers curated knowledge and practice tools for every life stage, from young professional to business owner, executive, working mother, divorcee and retiree. 

Investment products and services offered by Heron Financial Group LLC, an SEC Registered Investment Adviser.
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Veteran financial professional and advocate for women's financial literacy, Stacy Marcus, CDFATM, CFEITM, today announced the launch of Women Investing Now (WIN) - a unique offering of custom wealth advisory and investment capability on one platform. 

WIN integrates personalized financial advice, a personal financial dashboard, cutting-edge financial decision-making simulation tools, curated content and events, and both digital (Robo) and custom portfolio investment management on one platform. The WIN platform offers curated knowledge and practice tools for every life stage, from young professional to business owner, executive, working mother, divorcee and retiree.

"I created WIN to empower smart, busy women to achieve their financial goals by making wealth management engaging, time-efficient and effective," said Marcus. "Every person is unique, and so are the financial plans and answers delivered by WIN. WIN is not just an online investing site, it is a financial life planning, learning and engagement platform which enables women to make educated financial decisions and achieve their current and future financial goals."

"Today's women are challenged by family and career demands as never before," said David Edwards, President of SEC registered investment advisory firm, Heron Financial Group| Wealth Advisors. "WIN is the solution for simplifying and managing one's financial affairs. Our firm supports Stacy's efforts in getting the word out. We are very proud to call her a colleague and professional friend. I hope every woman reading this communication will visit
www.WomenInvestingNow.com to take advantage of the wonderful resources there."


ABOUT STACY MARCUS AND WOMEN INVESTING NOW

Women Investing Now (WIN) is the only fully integrated wealth advisory platform designed specifically with women in mind. A limited time offer of a complimentary 30-minute personal consultation can be scheduled at www.WomenInvestingNow.com. All visitors can also ask a personal money question and receive a confidential answer.

Founder and CEO Stacy Lynn Marcus is a financial industry veteran known for providing personalized wealth advisory services that leverage leading software and digital tools to enable informed decision-making and goal achievement. An expert on wealth advisory for women, NextGen client acquisition, and financially equitable divorce, Marcus is a contributor on a number of personal finance sites.

Marcus has 20 years of experience crafting client-driven institutional and retail solutions for leading firms such as Goldman Sachs, AIG, Chase, Deutsche Bank and Esurance (an Allstate company). Marcus began her mission to empower women at the United Nations while writing her doctoral dissertation in International Political Economy at Northwestern University, and continued her commitment when pivoting her career to Wall Street, training at Solomon Brothers. Stacy has continued her professional development guided by the needs of her clients in executive and certificate programs at NYU for non-profit tax and regulatory reporting, and The Wharton Business School by earning the CFEI™ (Certified Financial Education Instructor) designation recognized by FINRA, and pursuing the CFP® designation.  To provide divorcing women with the highest level of professional support she earned the CDFA™  (Certified Divorce Financial Analyst) designation through the Institute for Divorce Financial Analysts. In 2016, Stacy will establish a multidisciplinary divorce workshop program in New York in partnership with the nation's longest running non-profit devoted to female financial literacy. Interested Family Law attorneys, CFPs and divorce coaches may contact Stacy to participate at Stacy@WomenInvestingNow.com.

Explore the platform at www.WomenInvestingNow.com. Follow Stacy on Twitter @mydollarguru. 

                                                   Yours sincerely,

                                                

                                                   David Edwards
                                                   Heron Financial Group, LLC

 

 

 

 


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