COLUMBUS, Ohio–(BUSINESS WIRE)–Budros Ruhlin & Roe, Inc. (BRR) is thrilled to announce that Samantha
Anderson, CFP®, Wealth Manager, has been selected as a spokesperson for
the National Association of Personal Financial Advisors (NAPFA) 2019
Radio Media Tour. The tour kicked off on International Women’s Day,
March 8th, and focused on actions to help women achieve
financial stability. More than 540,600 listeners tuned in as the
interview aired over 100 times on 97 stations across the United States.
“Participating in the radio tour was a great opportunity to shed light
on the challenges women face in achieving financial stability, as well
as provide helpful strategies that can be utilized to increase financial
confidence and work towards financial independence,” said Samantha.
Anderson is a CERTIFIED FINANCIAL PLANNERTM and joined
Budros, Ruhlin & Roe in 2011. Samantha launched the firm’s Women in
Wealth Management Scholarship in 2016, which encourages college women to
pursue a career in wealth management by providing a paid internship at
the firm in addition to a financial scholarship. The scholarship program
has proven to be a successful method of attracting female advisors to
BRR, as two of the three scholarship recipients have been hired into
full-time positions. Samantha also leads the women’s initiative for the
firm, which includes conducting internal leadership discussions and
spreading awareness in the community.
Diversity has been a focus of BRR for years, with nearly 50% of the
firm’s employees being female. However, women make up only 23% of CFP®
professionals nationally, which is why BRR is making it a priority to
raise awareness of the profession among women, and other
underrepresented groups, to continue to increase diversity on their team
of advisors, and across the industry. This will ultimately allow the
profession to better serve the community.
Outside of the firm, Samantha is Co-Chair of the Women’s Initiative
Committee for NAPFA, whose mission is to attract, support, educate, and
develop women as leaders within the financial advisory profession, and
to raise awareness of the need for more female advisors. She also is a
member of the Finance and Investment committee for The Women’s Fund of
Central Ohio, and volunteers with Cause for Canines dog rescue.
“The National Association of Personal Financial Advisors does a great
job of promoting diversity within our industry, as evidenced by this
recent Radio Media tour,” said Scott Rister, President of Budros, Ruhlin
& Roe. “We are very proud to have Samantha featured as a spokesperson.”
In addition to radio spots, the interview was posted in several national
newspapers including the San Francisco Chronicle, LA Times and Chicago
Tribune.
You can listen to the interview here.
About Budros, Ruhlin & Roe Inc.
Budros Ruhlin & Roe, Inc. is based in Columbus, Ohio and is a fee-only,
independent wealth management firm serving clients in a fiduciary
capacity. The company culture emphasizes excellence in all areas of
financial planning and portfolio management. To learn more visit www.b-r-r.com.
Contacts
Budros, Ruhlin & Roe, Inc.
Kate Niewiadomski
+1
614-481-6900
