03.19.2024

Women’s History Month Q&A with Brittany Smith, Managing Partner

Posted from our Corporate RIA, Concurrent Investment Advisors:

In honor of Women’s History Month, we’re recognizing some of the outstanding female financial professionals in the Concurrent network. Meet Brittany Smith, Managing Partner at Wealth Partners Alliance in Dallas, Texas. She has over 13 years of experience in the financial advice industry, starting at a big company and breaking away to create WPA. We celebrate her professionalism and independence and are proud to have her as part of the Concurrent family.

What are some of the unique challenges you’ve faced as a woman in the wealth management industry, and how have you overcome them?

“As a female in wealth management, balancing work with family life isn’t always easy, but I embrace the challenge of mastering the art of juggling it all. Recognizing where your priorities lie in both areas can help you find the balance between a successful career and family life.”

What advice would you give to other women who aspire to pursue a career in the wealth management industry?

“Listen thoughtfully, speak confidently, and let your voice be heard. Your perspective matters, and your words have the power to shape change for the next generation of female advisors.”