Lacy Garcia Email
Founder & CEO . Willow
How to contact Lacy Garcia
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Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors. Through Willow's advisor certificate programs and marketing platform, leading advisors gain the knowledge, resources, and credentials to build and grow trusted relationships. We currently offer two certificate programs: \nAdvisor for Women™ Certificate Program and Advisor for NextGen™ Certificate Program. \n\nWillow is an approved CE credit sponsor for CFP®, CIMA®, CPWA®, CIMC®, and RMA® and courses required for earning your certificate qualify for continuing education credit. \n\nWillow financially empowers individuals throughout all of life's journeys by connecting them with the best-fit Financial Advisor.\n\nWhether you are an investor looking for an advisor who really understands you or an advisor looking to grow your business we can help. Please reach out to us at [email protected]\n\n\n\nNote: Willow’s certificate program is not a designation. Advisors are required to adhere to certain standards when marketing their certificate in public facing materials.Willow Address
Boston, MA
United States