The Voice of Wealth: Defining a Career Path With Donna McNeely & Jacinda Norvell

BISA Portfolio Podcast

In this episode of the BISA Portfolio Podcast series "The Voice of Wealth," Jacinda Norvell, wealth broker and sales execution director at Truist Wealth, and Donna McNeely, president of Kinecta Financial Management Company, discuss the intricacies of the wealth management career path and the challenges of recruitment and retention.

Key takeaways from this episode include:

• The importance of finding your passion and building a career around your strengths.
• The various career paths available within wealth management, from entry-level roles to senior leadership positions.
• The challenges and opportunities in recruiting and retaining top talent in the industry.
• The importance of creating a supportive and inclusive culture to foster employee satisfaction and loyalty.

Listen to the full episode to learn more about the wealth management career path and gain valuable insights from industry experts.
About Jacinda Norvell
Jacinda Norvell is a senior managing director and the wealth brokerage sales execution director for Truist Wealth and Trust Investment Services, Inc. offering over 25 years of financial services experience. Prior to joining SunTrust, now Truist, in 1997, Jacinda obtained both retail brokerage and institutional investment experience at The Robinson Humphrey Company and Invesco. Having worked in various management roles at SunTrust, now Truist, Jacinda currently leads sales enablement efforts for their broker/dealer focused on advisor recruiting and retention, business planning and execution for managers and advisors, and development and DEI initiatives.
About Donna McNeely
Donna McNeely is the president of Kinecta Financial Management Company, LLC, a wholly owned subsidiary of Kinecta Federal Credit Union. Donna is responsible for implementation of the company’s business goals, including overall management, strategy, growth and operating results. She is accountable for successful operation of the company’s subsidiaries, Apollo Insurance, a property/casualty insurance agency providing insurance products services to credit unions nationwide, and Kinecta Financial & Insurance Services, a registered broker/dealer and insurance agency.

BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.

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