We are honored to support the annual Women Creating Wealth and Impact Money Makeover Conference!
As firm believers in women’s potential, we are thrilled to be part of this transformative platform.
CHANGE STARTS HERE.
Grenadilla Advisory empowers individuals and families by providing personalized wealth management solutions that simplify f inancial complexities and address unique aspirations Our commitment to integrity and excellence ensures tailored strategies in investment management, risk management, and f inancial planning. Trust us as your dedicated partner in navigating your f inancial journey. Discover how we can help you achieve your goals at www.grenadilla-advisory.com.
WHO WE ARE
At Grenadilla Advisory, we believe in building lasting relationships by understanding your unique financial aspirations. Our dedicated team is committed to providing personalized guidance that empowers you to navigate the complexities of wealth management with confidence Together, let's turn your financial dreams into reality.
VALUE PROP
At Grenadilla Advisory, we recognize that one of your greatest fears is the uncertainty of funding your goals We specialize in crafting personalized wealth management strategies that empower you to achieve financial security and pursue your life ambitions with confidence We go beyond generic investment strategies by focusing on your unique circumstances, helping you build a plan tailored specifically to your needs and goals With our commitment to transparency and thorough due diligence, you can trust us to provide guidance that alleviates your worries and positions you for a prosperous financial future
anna@grenadilla-advisory.com www.grenadilla-advisory.com
Create goal-oriented plan to protect nest egg
! Social Security: Know When to Start Collecting
! Job Changes: Understand options for old 401(k) & help understand benefits offered by new employer
! Newly Married: Planning for financial goals together and protecting household
! Growing Family: Life insurance and college planning needs
! Business Owners: Set up retirement savings plan, business continuation & protection strategies
! Pension Planning: Understand how to maximize the benefits you are eligible to receive
! Young Professionals: Enroll in work benefits
! Divorced or Widowed: Review current situation to help ensure lifestyle remains the same
Executive Vice President
www.brandymickens.com
brandy.mickens@equitable.com
Equitable Advisors, LLC 1001 Lakeside Ave, Suite 1650 Cleveland, OH 44114
Questions?
Interested in joining our team?
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Equitable Advisors and its associates do not offer tax or legal advice. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Insurance and annuity products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. AGE-6013045.1 (10/23)(Exp. 10/25)
Community First
Supporting local events the Women Creating Wealth & Impact Wealth Conference isn’t just what we do — it’s who we are. When you bank local, your dollars stay local. That’s what it means to be a mutual bank, and we’re proud to be yours!
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