Women in the Industry
Why Women Want To Work At Trilogy...
Just when you thought Financial Planning is all about indexes and ratios, Alpha’s, Beta’s and the like, we have news for you. When we asked one of our top female advisors in our firm, what she attributes her tremendous success to, her answer was simply: “The ability to build solid trust relationships with my clients”.
The processes and our approach at Trilogy is client centered and client focused and our advisors enjoy rewarding, long-term professional friendships with their clients.
At Trilogy we pride ourselves on not only the best training industry wide, but also the best support. And we understand that women may have different concerns and needs in the financial services industry.
It is because of this that we have created a forum for women to go to and articulate their needs - a place for women to meet other successful women in the industry and in the company. With monthly luncheons and quarterly conferences we have a rich educational environment of professionals that support experienced advisors as well as step by step learning from the ground up for individuals looking for a career change.
Let the Women of Trilogy Explain in their Own Words
"Trilogy is a company that invests in your prosperity in more ways than one. Trilogy enables you to not only make a
good living but to also make a life; not only to be successful but to also be significant; not only to dream big but to
also live large. I cannot imagine working for any other company where leaving for work feels like going home."
– Cookie Walden, VP of Investments
"Money & personal finance have always been a part of my life. When I joined the Trilogy Financial Services team, my
calling to the financial world became a reality. The positive focus of the entire company along with the support,
opportunity and tools offered has helped me realize a dream."
– Yvonne Navarrete, Sr. Investment Executive
"Having been in an all male office before it can sometimes feel like you are on your own private island. The way the
women come together with Trilogy helps provide me with awesome support, and helps bring me motivation on days
that I am working hard and late in the office."
- Windus Fernandez Brinkkord, Sr. Investment Executive
"For me, Trilogy has been the perfect place to develop my business. Trilogy is very conscious of the needs of female
advisors and works hard to support and coach women to success."
– Andrea Blackwelder, Sr. Investment Executive
"This industry is extremely rewarding. Making a difference in the financial well being of American families gives you an unparalleled sense of fulfillment. But to be able to uphold that duty while getting all the support and empowerment
to succeed can only be found in Trilogy. This is a company where integrity and a progressive mindset are not mere
clichés but an inherent corporate culture; where camaraderie and teamwork are second-to-none; and where friendships are formed to last a lifetime. There truly is no place like Trilogy."
– Claudia Sawaf, Director of Field Development
"Trilogy is a concoction of three essential elements: Unlimited growth potential, unlimited earnings potential, and
unlimited fun potential. Having been with this company since its inception, I have seen myself and other people
transition from survival to significance in a short period of time. It is undeniably a breeding ground for winners and there is no other place I’d rather be."
– June Chong, VP of Administration
"It’s refreshing to work for a company who values family and client relationships. You not only get the training you
need but the long term support of colleagues, management and other women in this field who care about you and
want to see you succeed in all you do. Trilogy is definitely a place you can call home...I know I do!"
- Pamela Stuber, Recruiting Manager
Aggressive Expansion and Growth - We are one of the fastest growing financial firms opening 7 Regional Centers in the past 8 years with plans for additional Regional Centers in 2008. Because of this explosive growth, women can move up as quickly as they would like.
Recognition/ Awards - Our company’s strong work ethic and pursuit of excellence has earned our representatives top awards at National Planning Corporation (a national independent B/D) for 2001 - 2004, and 2006. TFS was awarded the prestigious Platinum award from Life Event Advantage for 2000 - 2006.