In this inspiring episode, host Lorie Jones welcomes Natalie Levy, a trailblazer in the world of finance and the founder of She's Independent. Once told that women don't belong in finance, Natalie defied the odds by carving her own path on Wall Street and now leads an angel investment group aimed at empowering women to make significant money moves.
Throughout their conversation, Natalie shares her remarkable journey, highlighting her transition from a lone woman in derivatives trading to a powerful advocate for diversity in financial decision-making. Full of heart and humor, Natalie reveals the trials she faced, the triumphs she achieved, and the crucial importance of raising one's voice—even in spaces that feel exclusive.
Tune in to explore how Natalie is not just advocating for change but embodying it, and learn valuable lessons on authenticity and self-trust for women looking to lead fearlessly.
Show Highlights:
- The power of an early habit of defying the odds to become a Natalie Levy. [04:06]
- The uncomfortable irony for women who successfully break into Wall Street. [06:25]
- Why girls should be encouraged to find their voice to catalyze meaningful life paths. [11:58]
- Discover how understanding neurodiversity can empower you. [13:56]
- Are you afraid to show up authentically at the office? [20:40]
- Finding strength to stand on merit despite the MRS degree prejudice. [21:38]
- The muscle test to know when to listen to or discard advice. [27:43]
- The art of the interview to face a phenomenal interviewer. [30:47]
- How Natalie Levy has honored and healed from significant loss. [32:06]
- Advice for young women on keeping femininity and gaining financial literacy. [41:08]
If you enjoyed this episode, please go to Apple Podcasts and leave a review!
For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.
This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products.
The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional.
For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit http://fidelis-wealth.com.
