TITLE

10 Questions with...Alexandra Armstrong, CFP® on 'Firsts,' Financial Planning's Future, and the Fain Award

PUB. DATE
October 2004
SOURCE
Journal of Financial Planning;Oct2004, Vol. 17 Issue 10, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents an interview with Alexandra Armstrong, chairman of Armstrong, MacIntyre & Severns, on her career in the field of financial services. Armstrong started with Ferris & Co., a regional brokerage firm based in Washington, D.C., where she grew up. What was very unusual about Ferris, according to Armstrong, was that when she started there in 1961 as a secretary and research assistant, about 25 percent of their stockbrokers were women. That was almost unheard of at the time. After her first years as a research assistant, she began working more with clients and was in a joint partnership arrangement where she received a percentage of revenue. By the 1970s, clients were asking about wills, estates, retirement planning, and college funding, and Armstrong kept thinking that there had to be a way to gain more of that knowledge. In 1976, Money magazine began publishing, and in one of its early issues, it ran a small column that mentioned the certified financial planner (CFP) course. After she received the CFP designation in 1977, she was featured in a Money article about hot careers with a future, and financial planning was one of them. It was wonderful publicity and a great boost to her career and visibility, she said.
ACCESSION #
14706753

 

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