Willow
Financial Services - Boston, Massachusetts, US
Willow Senior Management
Valerie Williamson
VP of Operations / Commercial Property Manager at Pegalo Properties + Co-Owner
Willow Details
Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors. Through Willow's advisor certificate programs and marketing platform, leading advisors gain the knowledge, resources, and credentials to build and grow trusted relationships. We currently offer two certificate programs: Advisor for Women™ Certificate Program and Advisor for NextGen™ Certificate Program. Willow is an approved CE credit sponsor for CFP®, CIMA®, CPWA®, CIMC®, and RMA® and courses required for earning your certificate qualify for continuing education credit. Willow financially empowers individuals throughout all of life's journeys by connecting them with the best-fit Financial Advisor. Whether you are an investor looking for an advisor who really understands you or an advisor looking to grow your business we can help. Please reach out to us at [email protected] Note: Willow’s certificate program is not a designation. Advisors are required to adhere to certain standards when marketing their certificate in public facing materials.
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