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Featured On The Cover

Geeta K. Brana Senior Vice President, Financial Advisor Freedom Capital Management, Geeta K. Brana 295 Senior State Route 34, Vice President, Colts Neck, NJ 07722 Financial Advisor Email:GBrana@fcmadvisor.com Freedom Capital Management, Tel: 732-546-9315 295 State Route 34, Web: FCMADVISOR.COM

Colts Neck, NJ 07722 Email:GBrana@fcmadvisor.com Tel: 732-546-9315 Web: FCMADVISOR.COM Geeta K. Brana provides comprehensive wealth management and asset management advisory services to women in transition.

Geeta twenty years ofcomprehensive experience in thewealth GeetahasK.over Brana provides International Capital career startedadvisory in management andMarkets. asset Her management London in to 1995 with Lloyds Capital Markets where services women in transition. she trained in all aspects of International finance and credit She joined Mitsuiin the Geeta hasanalysis. over twenty yearsSumitomo of experience Banking Corporation in 2000, where she gained International Capital Markets. Her career started in extensive experience of structuring and trading debt London in 1995 with Lloyds Capital Markets where packages for multinational corporations throughout sheUnited trainedKingdom, in all aspects International finance the Easternof Europe, US and and credit analysis. She joined Sumitomo Mitsui Japan.

Banking Corporation in 2000, where she gained

experience of structuring and trading Inextensive 2003, Geeta began her career in the U.S. with debt Smith Barney’s Wealth Management Division, packages for multinational corporations throughout (Citigroup) turning her extensive to and the United Kingdom, Eastern knowledge Europe, US helping individuals. In a primarily male-dominated Japan. environment, she was able to build a successful wealth management practice in Washington DC and In 2003, Geeta began her career in the U.S. with later New York City working with high net worth Smith Barney’s Wealth Management Division, individuals and institutions.

(Citigroup) turning her extensive knowledge to helping individuals. In her a primarily male-dominated After a career break while children were young, environment, she was able to build a successful Geeta has returned to wealth management through wealth management practice(FCM), in Washington DC and Freedom Capital Management a boutique later New advisory York City working with high net worth independent firm with deep roots in Colts Neck, NJ. Geeta also the founding member of individuals andisinstitutions.

WHEEL (Women, Helping Educate & Enhance Life). the focus of Geeta’s practice is onyoung, AfterCurrently, a career break while her children were “Women In returned Transition”; assisting women in through all Geeta has to wealth management phases of their lives.

Freedom Capital Management (FCM), a boutique independent advisory firm with deep roots in Colts Neck, and NJ.investment Geeta advisory is alsoservices the founding member of Securities offered through Royal Alliance Associates, Inc. (RAA), member Educate FINRA/SIPC. & RAAEnhance is WHEEL (Women, Helping separately owned and other entities and/or marketing names, products focus of Geeta’s practice orLife). servicesCurrently, referenced herethe are independent of RAA. RAA does not is on provide tax or legal “Women Inadvice. Transition”; assisting women in all phases The membersof of their WHEELlives. will provide free seminars, networking events and free online content. However, if a specialist member is hired as a personal consultant or to provide professional services it will be at their usual hourly rate or fee.

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice. The members of WHEEL will provide free seminars, networking events and free online content. However, if a specialist member is hired as a personal consultant or to provide professional services it will be at their usual hourly rate or fee.

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W.H.E.E.L.

W.H.E.E.L.

When I went through my divorce (alone) I recognized there was a void for a group that encompasses all aspects of change in a woman's life. Even as a highly successful businesswoman with a finance background I was overwhelmed with the enormity of When I went through my divorce (alone) I recognized there was a void for a group change I faced. In order to survive I created my own support group of professional encompasses all trial aspects change in together a woman's life. Even astransition a highly succes women. Merely through and of error I pieced a “Super-Women” with a my finance background I was overwhelmed the enormit team businesswoman that helped me through toughest days. In subsequent years after with my multi change survive from I created my ownaround support group for of professio faceted divorceI Ifaced. startedIntoorder receivetoinquiries other women NJ asking women. Merely Ithrough trial and error I pieced a back “Super-Women” guidance and support. also promised my two children thattogether once I was on my feet transi I would give that back helped to the community. team me through my toughest days. In subsequent years after my m

faceted divorce I started to receive inquiries from other women around NJ asking

Hence, the idea for Helpingmy to Educate & Enhance born. guidance andW.H.E.E.L. support. I(Women also promised two children that Life) oncewas I was back on my

I would give back to the community.

As women we go through many phases of change in our lifetime that require support and nurturing from family and friends. We also need the advice of trustworthy Hence, the idea for W.H.E.E.L. (Women Helping to Educate & Enhance Life) was bo professionals that can take us forward in a positive direction when faced with immense challenges. Regardless of our marital status, whether we have children or not, or if we As women we ofgoa loved through phases of change have sustained a loss one many – change remains constant.in our lifetime that require supp

and nurturing from family and friends. We also need the advice of trustwor professionals that can take us forward that in a positive when faced is with imme As the founder of W.H.E.E.L. I understand the first direction step towards change challenges. marital status, westage haveis children or not, or if accepting that the Regardless old ways areof noour longer working and whether the second to set a new wheelhave of change in motion. sustained a loss of a loved one – change remains constant.

My goal to founder help educate & empower Iwomen in transition by providing to chang As isthe of W.H.E.E.L. understand that the first stepaccess towards expertaccepting advice through networking and educational seminars. As a result I have that the old ways are no longer working and the second stage is to set a established a “Super-Women' panel of advisors to help set your wheel of change in wheel of change in motion. motion. Whether you are getting divorced, planning to launch a new business, returning to work, saving for retirement, recently widowed, caring for elderly parents, looking for Myorgoal is tohealth helpadvice educate & empower women transition by providing acces romance seeking – there is something for all in at W.H.E.E.L.

expert advice through networking and educational seminars. As a result I h “Super-Women' panel of support advisors to helpyou seton your Thereestablished are eight coreaspokes of W.H.E.E.L. to help & educate this wheel journeyof chang Whether you are planning to launch woman. a new business, return calledmotion. life. Behind each spoke is angetting equallydivorced, talented and well credentialed to work, saving for retirement, recently widowed, caring for elderly parents, looking My commitment W.H.E.E.L. is toadvice always–provide FREE service women. This will romance oratseeking health there isa something fortoall at W.H.E.E.L.

be through a combination of free educational seminars, free online content and through my articles Monmouth County Woman magazine.to help support & educate you on this jour Thereinare eight core spokes of W.H.E.E.L.

called life. Behind each spoke is an equally talented and well credentialed woman.

To learn more about the W.H.E.E.L. transition team and details of our upcoming events please follow us on Facebook@wheel.women.power or visit www.wheelforwomen.com.

My commitment at W.H.E.E.L. is to always provide a FREE service to women. This be through a combination Let's keep the W.H.E.E.L. spinning!of free educational seminars, free online content and thro my articles in Monmouth County Woman magazine.

Geeta K. Brana To W.H.E.E.L. learn more about the W.H.E.E.L. transition team and details of our upcoming eve Founder

The County Woman Magazine

please follow us on Facebook@wheel.women.power Let's keep the W.H.E.E.L. spinning! Geeta K. Brana Founder W.H.E.E.L. www.TheCountyWoman.com

May/June 2019

Profile for The County Woman

Monmouth County Woman - May/June 2019  

The County Woman ™ is part of a nationally syndicated publication and has been around for over 31 years. There are over 371 other counties t...

Monmouth County Woman - May/June 2019  

The County Woman ™ is part of a nationally syndicated publication and has been around for over 31 years. There are over 371 other counties t...