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, articulate their needs and form friendships and relationships with other like minded female advisors. Our Trilogy Women’s Group was founded in 2007 and quarterly workshops and our Annual Women’s Group Conference provide a rich educational environment to support experienced advisors as well as those in the early stages of their career.
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, Financial Advisor
"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, Vice President of Investments
"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
"By joining Trilogy, I have found a place where I can meld together my passion, drive and business ideals with Trilogy's
superior training, support and resources in order to be successful. At Trilogy, there is no limit to my potential or opportunity.
And I don't have to sacrifice what is important to me personally to reach my goals professionally. I am fully committed to Trilogy
because they are fully committed to me and to my clients
."
– Diane Zing, Vice President of Investments
"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 LeBlanc, Hiring Manager
Expansion and Growth – We are one of the fastest growing financial firms providing an environment for women to grow and to move up the career ladder at a fast pace.
Recognition and Awards – Our company’s strong work ethic and pursuit of excellence has earned our representatives top awards at National Planning Corporation (a national independent Broker/Dealer) and other firms such as Life Event Advantage year over year.