Equita, a community of independent, women-led financial planning firms nationwide is excited to announce new Member Firm Abeona Wealth.
FORT WASHINGTON, PA, UNITED STATES, October 14, 2020 /EINPresswire.com/ — & SAN DIEGO, Calif. — Equita Financial Network, Inc., a community of independent, women-led financial planning firms nationwide, is excited to announce that Abeona Wealth in Alabama has joined its platform as a Member Firm.
Based in Birmingham, Alabama, Abeona is a fee-only wealth management firm that helps single women, couples nearing or in retirement, and families with special needs pursue their long-term goals and achieve financial success and wellness. Abeona works with clients in the Southeast and throughout the country, providing comprehensive wealth management and financial planning.
Mary Meadows Livingston, CFA, CFP® founded Abeona in October 2020 with the goal of providing inclusive and empowering financial advice. As an educator-turned-financial advisor, Mary Meadows saw the need for a wealth management company that not only provided high-quality, research-based investment advice in the client’s best interest, but also one that was approachable.
“I’m thrilled to join a community of women leaders in the financial industry as I launch Abeona Wealth,” Mary Meadows said. “The resources and collective knowledge will be a unique benefit that I can offer my clients as we work together.”
“Bridget and I are excited to welcome Mary Meadows to the network and to expand Equita into the state of Alabama,” said Katie Burke, CFP®, co-founder of Equita Financial Network. “Mary Meadows has the experience and the drive that sets the Equita Member Firms apart. We look forward to supporting the vision of Abeona Wealth.”
Mary Meadows brings a diverse background to her work as a financial advisor, having spent the first five years of her career as an early childhood special educator at The Bell Center for Early Intervention. During that time, Mary Meadows recognized that financial wellness has an impact on more than one’s bank balance. With a passion to empower others to reach their personal, professional, and financial goals, Mary Meadows joined the team at Porter, White & Company, an investment banking and investment management firm serving both individual and institutional clients.
Mary Meadows is a CERTIFIED FINANCIAL PLANNER™ practitioner and a CFA® Charterholder. She earned her B.A. in Psychology and Master of Teaching from the University of Virginia. Originally from Tupelo, Mississippi and a long-time resident of Birmingham, Mary Meadows enjoys serving the community through various organizations, such as the Kiwanis Club of Birmingham, Birmingham Holocaust Education Center, and Birmingham Education Foundation.
About Equita Financial Network
Equita Financial Network is a collaboration of independent, women-led financial planning firms. Equita’s mission is to help women financial planners succeed by providing an excellent business platform and a collaborative community of women CERTIFIED FINANCIAL PLANNER™ professionals. Founded by Katie Burke, CFP®, and Bridget Venus Grimes, CFP®, Equita provides a business platform to each Member Firm with the resources it needs to operate a financial planning practice. It also provides Member Firms a network with which to collaborate, share best practices and resources, and identify succession planning options. Learn more at www.equitafn.com.
Equita Financial Network, Inc.
Bridget Venus Grimes
Source: EIN Presswire