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Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers

Washington, D.C. (June 14, 2017)—Sonja White attended second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving their business and serving the investing public in the best possible manner. The invitation-only conference was held June 12-14 at The Mandarin Oriental in Washington, D.C.

This exclusive conference was designed to convene a group of highly successful independent advisors, to discuss how trends and shifts in the wealth advisory business create both unique challenges and opportunities for leading female practitioners. Barron’s-ranked women advisors, independent channel industry leaders and renowned advisor coaches conducted sessions that explored subjects ranging from human capital development, core business strategy and management, capital structures and innovation.

“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Sterling Shea, Associate Publisher and Head of Wealth Management Programs at Barron’s “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”

Sonja was one of approximately 150 financial advisors who were either selected by Barron’s or their affiliated firm to attend and participate in the conference. Participating firms included: Advisor Group, Ameriprise Financial Services Inc., Charles Schwab & Company, Fidelity Investments, Interactive Brokers Group LLC, LPL Financial Services, Raymond James Financial, TDAmeritrade and Wells Fargo Advisors Financial Network.

For more information about Barron’s conferences, please go to

About Barron’s

Barron’s ( is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.

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Sonja was recently in New York City for a conference and had the opportunity to meet Art Cashin, Jr. who is Director of Floor Operations for UBS Financial Services at the New York Stock Exchange. He is currently one of six Executive Floor Governors which is the highest level at the NYSE. He also writes a morning outlook and gives live commentary throughout the day regarding the markets. Art is often a contributor to CNBC as well as other financial and news programing.


Sonja attended the JP Morgan Women's Conference and had the privilege of spending time with Condoleezza Rice

Sonja with Condoleezza Rice


Sonja played in the Tiger Woods Foundation golf tournament at Pebble Beach

Sonja and Tiger Woods