Meet two confidantes and colleagues with a combined 54 years of professionalism that believe in heart and family first, higher education and the hedge of protection it takes to secure a healthy retirement through diversified equity and inclusion. Regina Faison specializes in Wealth Strategy that is uniquely designed for each of her clients. Regina brings over 27 years of securities industry experience.
Regina is on a mission and her passion is to support women and families in being prepared for life’s unexpected events as she openly shares her journey to encourage and empower others in pursuing their purpose and dreams. Regina is an author and her book is titled: “Be Prepared for the Unexpected” which she wrote for her clients and friends to help them walk through the financial seasons of their lives and to be prepared for life’s unexpected life events. https://www.FaisonWealthStrategy.com
Regina is very active in her community and founded the Derrick Faison Foundation which is focused on heart disease and mentoring and supporting youth. Regina is a mentor and collaborator and enjoys sharing experiences with her business partner, Julie Broady who has supported her over the years.
Julie Broady of Legacy Financial Shore is committed to growing the legacy of families and businesses through generational wealth. https://www.KingswoodUS.com
Julie’s financial services background in public accounting with Deloitte and Pricewaterhouse Coopers provides a solid foundation to the due diligence of her clients’ investment portfolios for nearly 23 years.
Julie serves corporate, community, non-profit, pre-retiree, retiree and generational families. Julie actively serves her community through various non-profit board positions and 21 years of leadership with Toastmasters International.
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