International Women’s Day: Celebrating Our Staff of Professional Women
March 8, 2022 – On this year’s International Women’s Day, we would like to take the time to highlight each of our incredibly professional and talented women that make up the crux of our client service, operations and management.
Bonnie M. Boyce, CFP®, MBA – Bonnie has been with the firm for over 30 years having joined firm founder/owner Jeffrey C. Vahanian, CFP® in 1992. She is our Chief Compliance Officer and Director of Financial Services. What is not in her title is perhaps the more important role she plays for our clients and staff. She is a leader, a motivator and multi-tasking, consummate professional who has helped to create a culture of excellence and caring.
Rachel E. Harvey – Rachel joined the Vahanian team over 20 years ago and cemented her role as our client service quarterback. As our Director of Client Services, she is in constant contact with our clients in an effort to address and support their goals and objectives. Rachel is an absolute rockstar!
Cameron V. Corsi – Cameron began her career in financial services in 2010 and joined the firm in 2016. As Jeffrey’s daughter, Cameron has a knack for analytical work and spearheads our investment research and portfolio management. She is also at the forefront of our strategic business initiatives; supporting our efforts to grow, innovate and better support the families counting on us.
Lisa R. Cast – Lisa joined in 2016 as a Client Services & Operations Specialist and quickly became our go-to colleague on technology and project management. As a highly detail oriented individual, Lisa has helped to support our efforts to refine processes and procedures, while also managing our website and marketing efforts.
Julia M. Eddy – Julia is the newest member of the squad and joined in December 2021. She brings a proactive, positive energy to a team that thrives on collaboration. As our Administrative and Client Services Specialist, Julia has her hand in many officewide projects as well as client support. She is the perfect complement to our staff of highly motivated and capable women.
About Vahanian & Associates:
Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high-net-worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. The company website can be visited at www.vahanian.com.
Royal Alliance is consistently recognized as one of the premier independent broker-dealers in the country. The company’s reputation is the result of an open-architecture model and commitment to leading edge technology and superior service.
Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial. These independent broker-dealers, with more than 10,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.