New York Stock Exchange Closing Bell

On April 22nd, Charlotte had the incredible opportunity to attend the Closing Bell ceremony at the New York Stock Exchange — an experience that was both humbling and inspiring. Standing on the iconic podium overlooking the historic trading floor, she was reminded of the deep history, constant evolution, and immense energy that define the financial markets.

The Closing Bell is more than a tradition; it's a symbol of the momentum that drives our industry forward every single day. To witness it in person — surrounded by innovators, leaders, and fellow professionals — was a powerful reminder of why we do what we do: to help people build their futures, make informed financial decisions, and stay resilient through every market cycle.

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2025 Forbes Best-in-State Wealth Advisor: Nazzareno Spurio III

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2025 Transform Kick-off Event