Cassandra Smalley, dba Cassandra Smalley Wealth Management, launched its independent, women-led financial planning and wealth management practice, in St. Petersburg.
The practice centers on the unique challenges that women face in the building wealth equation, according to a statement.
Cassandra Smalley, a Certified Financial Planner and Chartered Financial Analyst professional, brings 15 years of experience to the new venture. Prior to founding the firm, she served as director of financial planning and senior wealth manager at CI Doyle Private Wealth, leading a team who oversaw approximately $500 million in assets under management, the statement said.
