“From Tragedy to Triumph: How A Financial Advisor Changed Atricia Roberts’ Life and Career Path”

In a recent panel discussion at the Women’s Impact Initiative Network conference in Chicago, Atricia Roberts, partner and COO of Curo Private Wealth, shared her journey in the financial advisory industry. Roberts was inspired to pursue a career in planning after a financial advisor helped her family navigate a difficult time in their lives. However, she faced challenges and felt excluded from opportunities at a large wealth management firm, which led her to question her place in the industry.

Roberts’ story is not unique, as women, especially Black women, are severely underrepresented in the financial advisory field. With less than a quarter of certified financial planners being women and only 2% being African American, there is a clear need for greater diversity and inclusion in the industry. The barriers to entry for women, including discrimination and harassment, create a professional environment that is often described as a “boys club.”

The panel discussion also highlighted the importance of mentorship and support for women in the industry. Roberts emphasized the role of mentorship in empowering women to overcome systemic challenges and build confidence in their abilities. By providing guidance and support, mentors can help women navigate the industry and succeed in their careers.

The conversation at the conference underscored the need for structural changes within the industry to promote diversity and inclusion. Companies must be willing to address issues of discrimination and bias, as well as provide opportunities for women to advance and thrive in their careers. By fostering a culture of inclusivity and support, the industry can create a more equitable and welcoming environment for all professionals.

Overall, the panel discussion shed light on the challenges faced by women in the financial advisory field and the importance of taking action to promote gender diversity and inclusion. Through mentorship, advocacy, and structural changes, the industry can work towards a more equitable future for all professionals.