Thursday, 08 November 2018
We are thrilled to welcome our new Wealth Manager, Nicole Swanson! After starting her career at Merrill Lynch in Madison, Nicole moved to Minneapolis in 2018 to join the team at Flourish Wealth Management. She loves working with clients and is excited to work at a boutique firm like Flourish, in a team environment that utilizes a broad array of financial tools and technology.
Tuesday, 12 June 2018
How a Female Financial Pioneer is Reshaping Women’s Experiences in Wealth
By: Roya Rodieck
When 18-year-old Kathleen Longo got to Purdue in 1988, her academic ambition was guided by a fierce love of numbers. She majored in economics at the outset of her collegiate career. The field offered the interplay of numbers and ‘real world impact’ that she sought, making it the best fit for her aptitudes and interests—or so she thought.
In a serendipitous moment, a classmate at Purdue suggested she take a financial planning course, meant to introduce students to the financial planning and counseling major at large. She found herself besotted with the curriculum, and a realization swiftly materialized.
CONTINUE TO THE FULL ARTICLE
Wednesday, 30 May 2018
Kathy Longo has been asked to speak at the Partners in Equity Series presented by The Women's Foundation of Minnesota.
On August 21st, at the Multigenerational Giving and Donor Advised Funds event, Kathy will present and share insights and themes from her new book: Flourish Financially: Values, Transitions, and Big Conversations.
Monday, 21 May 2018
At Flourish Wealth Management we are firm believers in the power of women to enact change in the world. That is why we are proud to be a sponsor of the 36th Annual Luncheon of Women Winning featuring guest speaker Valerie Jarrett.
For 36 years, Women Winning has raised millions of dollars and supported thousands of women candidates for higher office. This vibrant statewide movement is Minnesota’s largest and most influential women’s political organization, with 14,000 members and growing.
Tuesday, 15 May 2018
Kathy Longo's article on Advanced Planning for a Quality Retirement has been featured on Investopedia and picked up by NASDAQ.