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Podcast: Office Hours with David Meltzer
Episode: Lacy Garcia, Valery Molone
Description: Lacy GarciaLacy Garcia, Founder and CEO of Willow, created the wealthtech platform to help women and NextGen investors find compatible financial advisors who truly understand their needs. Her inspiration came from her own experience as a financial advisor and her personal journey through a challenging divorce, where she found the financial guidance she received impersonal and lacking empathy. Supported by BlackRock, Willow’s platform has gained industry recognition and was named a 2024 Wealth Management Awards Finalist for its innovative “dating-app” style matching, which uses AI to connect clients with advisors based on personality traits and shared intere...