Feb, 15
2023
Business, Free News Articles

Stephanie Summers Speaks at Advisor Group’s Annual W Forum Event

SAN DIEGO, Calif. -- Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group's annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.

The event hosted over 500 financial professionals, associates, strategic partners, and home office attendees from across the Advisor Group network to support the advancement of women in the wealth management industry. An additional 300 attendees joined virtually.

This year's event focused on helping attendees connect, feel inspired, and focus on growth. One of only five W Forum Visionaries selected, Stephanie Summers shared her personal success story as the nation's only Deaf female financial advisor to hold a FINRA Series 7 General Securities License. Her engaging, TED Talk-style presentation was titled "The Power of Being Heard."

Other speakers included Erica Dhawan, an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. The remainder of the conference content focused on engaging conversations with Advisor Group leadership, peer sharing sessions, and other educational content covering topics such as innovation, growth solutions, the client experience, and wellness.

"I was honored to share my story and hear from other successful women professionals at this year's W Forum. Through round table discussions, team-building exercises, and networking opportunities, W Forum fosters not only new ideas and perspectives, but also a strong sense of community and connection. I feel re-energized and enthusiastic about the journey ahead, and I look forward to bringing this energy to my business and my clients," said Stephanie Summers.

Securities and Investment Advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Traditional Insurance offered through Kramer Wealth Managers, which is not affiliated with FSC Securities Corporation. Branch office address: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701.

About Kramer Wealth Managers:

Kramer Wealth Managers is a deaf-owned and operated full-service financial planning firm with offices located in Frederick, MD and Austin, TX, serving clients in all 50 states and DC.

Visit the Kramer Wealth Website: https://kramerwealth.com/.

For inquiries, contact Kramer

Wealth Managers at (240) 379-6929 or email info@kramerwealth.com.

Related link: https://kramerwealth.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Jan, 20
2023
Awards and Honors, Business, Free News Articles

Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List

FREDERICK, Md. -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

Lee Kramer was named to the list in large part due to his work in bridging the gaps of financial literacy within the Deaf community. "Many of us learn financial concepts from our parents when we're young, but when there's a communication barrier and you can't communicate well with your parents, that information doesn't get passed down," he says. "Dinner table conversations over holidays - Deaf children don't have the ability to just overhear Dad and Grandpa talking about their investment portfolios."

Providing Deaf wealth management services has been a challenge. There are only two Deaf CERTIFIED FINANCIAL PLANNER™ professionals who are currently practicing and both are with Kramer Wealth Managers. Their team also has the first Deaf female financial advisor to pass the FINRA Series 7.

Kramer's company has an entire "Learn From Us" section on its website that includes an ASL library of finance and investment terms like diversification, time horizon and volatility. (Upon clicking a glossary card, a video pops up with a brief explanation in ASL.) Another part of the site is devoted to vlogs in ASL that tackle current events like inflation. It's helpful information even if you're hearing, which many of Kramer's clients are.

Kramer Wealth Managers was established in 1985 and includes five Deaf advisors and five full-time staffers, two of whom are hearing. Everyone is fluent in ASL and works out of offices in Maryland and Texas.

Money was founded in 1972 as a print magazine that helped everyday people live richer lives by learning personal finance strategies that improved their bottom line. Money is written and edited by a team of journalists and researchers with decades of experience and have won national awards for reporting. The full changemakers list can be seen at: https://money.com/Changemakers/

Visit the Kramer Wealth Website at https://kramerwealth.com.

For inquiries, contact Kramer Wealth Managers at (240) 379-6929 or email contact@kramerwealth.com.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP(r) certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP(r) certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities and Investment Advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Traditional Insurance offered through Kramer Wealth Managers, which is not affiliated with FSC Securities Corporation. Branch office address: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701.

Related link: https://kramerwealth.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022