Alexandra Levi, managing accomplice and cofounder of Factor Monetary Group in New York Metropolis, is bold—and happy with it. After we sat down to speak (i.e., Zoom) together with her about her enterprise, the business, and the challenges and alternatives for girls, she emphasised that ambition isn’t a foul phrase. In reality, it’s simply a part of the key to success for Alex and her enterprise accomplice, JoanAnn Natola. Their group’s mission is to be the most effective at what they do—and authenticity of their interactions with shoppers is vital. However as with most companies, the previous 12 months has been fascinating, to say the least.

To have a good time Ladies’s Historical past Month, our Valiant Ladies of Commonwealth sequence is shining the highlight on girls advisors who’re turning obstacles into alternatives—and sharing their recommendation on how different girls can do the identical. On this dialog with Commonwealth’s Christin Clohosey, program supervisor in Observe Administration, Alex talks about shocking efficiencies her group found within the digital setting, the place she envisions her agency will go subsequent, and why she believes monetary providers is an incredible enterprise for girls. Watch the video to be taught extra about Alex’s story.

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