{"id":34524,"date":"2019-08-12T19:50:22","date_gmt":"2019-08-12T19:50:22","guid":{"rendered":"https:\/\/www.lovehappensmag.com\/blog\/?p=34524"},"modified":"2020-04-08T19:02:35","modified_gmt":"2020-04-08T19:02:35","slug":"alli-mccartney-ubs-alignment-partners","status":"publish","type":"post","link":"https:\/\/www.lovehappensmag.com\/blog\/2019\/08\/12\/alli-mccartney-ubs-alignment-partners\/","title":{"rendered":"Empowering Women to Take Control of their Finances and to Own Their Worth: Meet Alli McCartney &#038; UBS Alignment Partners"},"content":{"rendered":"\n\n\n<p class=\"wp-block-paragraph\">The divorce rate in the US is falling. That\u2019s the \u201cgood\u201d news, due in large part to millennials&#8217; evolved views of marriage, as well as their\u00a0\u201crealistic\u201d expectations. This also means that the majority of divorces look different than our mothers\u2019 and aunts\u2019 and grandmothers\u2019 did. \u00a0It looks and feels so different, that it is changing the gender of this country\u2019s collective balance sheet. And spurring off new terminology like \u201csilver-haired divorce\u201d and \u201cgrey divorce&#8221;. The average divorcee today is older. She has been married for years, likely decades. She may have grown children, she may have grandchildren. In many cases, as a result, she and her partner have accumulated wealth and retirement savings; both require careful attention to ensure longevity.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"text-align:center\"><strong>That&#8217;s Where Alli McCartney and Her Team come in<\/strong><\/h2>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Alli McCartney <\/strong><\/h3>\n\n\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"399\" src=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/Alli-McCartney-ubs-keys.jpeg\" alt=\"Portrait of Alli McCartney\" class=\"wp-image-34532\" srcset=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/Alli-McCartney-ubs-keys.jpeg 710w, https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/Alli-McCartney-ubs-keys-300x169.jpeg 300w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><figcaption>Alli McCartney &#8211; Managing Director of Alignment Partners <br>Financial Advisor in Private Wealth Management at UBS Financial Services <\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">As a \u201cfeminist\u201d journalist and member of a large social circle of fabulous women, Alli McCartney piqued my\u00a0curiosity\u00a0last year\u00a0when\u00a0I had the great pleasure of hearing\u00a0her speak at The Women\u00a0in\u00a0Luxury Conference in New York. \u00a0Alli McCartney, Managing Director of\u00a0<a rel=\"noreferrer noopener\" aria-label=\"Alignment Partners (opens in a new tab)\" href=\"https:\/\/financialservicesinc.ubs.com\/team\/alignment\/index.html\" target=\"_blank\">Alignment Partners<\/a>,\u00a0is a Financial Advisor in Private Wealth\u00a0Management\u00a0at UBS Financial Services in New York City. She gave\u00a0a\u00a0powerful presentation on the importance of women owning their own wealth\u00a0and financial well-being. Presenting not only the data but\u00a0highlighting\u00a0the imperative.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I was instantly taken\u00a0with Alli&#8217;s passion and knowledge of the space. And compelled by the myriad intimate examples she provided. Alli&#8217;s new message represents a unique voice in the complicated world of finance.\u00a0Recognizing that she is not your typical ordinary financial advisor\u2014I was beyond\u00a0intrigued. She and her team have developed a truly\u00a0specialized niche, so much so that\u00a0I needed to share.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Alli&#8217;s Message<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">So I reached out to Alli. I wanted to know the genesis for her interest in this specialty. And additionally, what compelled her to want to educate others. Alli uses the words \u201cpreaching\u201d or \u201cproselytizing\u201d when she talks about offering women of all ages support and encouragement on the responsibility they have with regard to their balance sheet, large or small.\u00a0\u201cFinding a niche working with recently divorced\/newly financially empowered women has\u00a0thrust me into the most\u00a0satisfying\u00a0years of\u00a0my career. The relationships and the impact are real and run deep. The effect on a woman\u2019s life and her confidence &#8211;\u00a0tangible. In a business that is increasingly saturated and marginalized by\u00a0endless\u00a0products and increased competition, this part of my practice allows me and my team to create real impact and to feel uniquely fulfilled.\u201d<\/p>\n\n\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.bykoket.com\/index.php?utm_source=LH_Blog&amp;utm_medium=banner&amp;utm_campaign=banner_article&amp;utm_content=stock_off_campaign\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"200\" src=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/koket-sales-banner-ad.jpg\" alt=\"koket sale\" class=\"wp-image-34396\" srcset=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/koket-sales-banner-ad.jpg 750w, https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/koket-sales-banner-ad-300x80.jpg 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/figure><\/div>\n\n\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Morphing Vulnerability to Passion &amp; Strength<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">She went on to say, \u201cEvery single time I meet with a woman on the verge of taking control of her financial well-being because of a life or\u00a0family change, I begin by asking her to describe to me how she is feeling\u2014what keeps her awake at night? What does she ruminate about that sparked her to come to see me? What brings her joy? How\/where does she feel most powerful? One thing I have learned with all my clients\u2014money is emotional. Having it is scary. Not having it is terrifying. Not knowing if you have it can be paralyzing.\u00a0In each case,\u00a0the words women use are the same:\u00a0\u201cfear, anxiety,\u00a0confusion.\u201d\u00a0Sometimes even &#8220;shame&#8221;. Therefore, although my long-term &#8220;job&#8221; is to create a sustainable, optimized investment portfolio\u00a0for each client&#8217;s unique capital needs.\u00a0My short and midterm goal is to make sure she feels taken care of,\u00a0understood.\u00a0I want to see\u00a0the vulnerability she walked in my door wearing begin to morph into passion, strength\u2014into opportunity. Our job is to provide a safe place in which that evolution can occur.&#8221; <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Though at times Alli&#8217;s descriptions sound more\u00a0like a therapist\u2019s work than a financial\u00a0advisor\u2019s, in the case of such emotionally-driven life changes\u2014Alli insists that listening is key and &#8220;genuine caring and support&#8221; is essential.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"536\" src=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/WhatsApp-Image-2019-08-12-at-12.51.21-PM.jpeg\" alt=\"Woman smiling with money raining around her - Meet Alli McCartney &amp; UBS Alignment Partners \" class=\"wp-image-34569\" srcset=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/WhatsApp-Image-2019-08-12-at-12.51.21-PM.jpeg 710w, https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/WhatsApp-Image-2019-08-12-at-12.51.21-PM-300x226.jpeg 300w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>A Team Effort<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The secret ingredient to Alli\u2019s special sauce is her team.\u00a0She explained that each team member is carefully selected \u201cbecause of\u00a0his\/her\u00a0combination of empathy, analytic intelligence, and attention to detail. My service model and value proposition are\u00a0very custom. We\u00a0navigate each situation with precision, warmth, and thoughtfulness.\u00a0What\u2019s glaringly missing? Judgment, condescension and Wallstreet lingo.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>David Wardrop, Senior VP at Alignment Partners<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In order to garner a more in-depth understanding of Alli\u2019s team and their special niche, I spoke with one of her partners, Senior Vice\u00a0President at Alignment Partners,\u00a0David Wardrop.\u00a0His calm and kind demeanor immediately sets him apart from ordinary financial advisors. Alli&#8217;s email introduction to David\u00a0seemed to sum him up perfectly! <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cDavid\u00a0is the backbone not only of our investment process and day to day management. But\u00a0is an empathetic, intuitive investor and quite simply,\u00a0a lovely and multi-faceted\u00a0individual! If I am being honest, I think he\u00a0appeals\u00a0more to many of our clients who are not sophisticated financial practitioners\u00a0than I do! Clients are\u00a0drawn to his\u00a0measured\u00a0pace,\u00a0calmness, and demeanor. David will literally spend\u00a0hours, weeks, months making sure that clients are comfortable with what they own. How it is invested. And what the levers are that could change\u00a0his\/her financial situation for the better or the worse.\u00a0He is never frustrated\u00a0or rattled.\u00a0And his ability to empower and build trust with clients is beyond exceptional.\u00a0David defines that safe place.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Education is Paramount<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When I did speak with David we\u00a0discussed lots (stay tuned for future articles to come!), but here I will just focus on his thoughts about Alli and the niche she has established. \u00a0He too feels passionate about the specificity of their niche. A key ingredient to their work,\u00a0explained David,\u00a0is the power\u00a0and freedom\u00a0inherent in financial\u00a0education. He believes this component to be essential. Especially when working with recently divorced\/newly financially empowered women, who often have often been excluded from conversations and relationships surrounding\u00a0money\u00a0and planning.\u00a0He explained how rewarding this is for him and Alli, as well as the entire team.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"text-align:center\"><strong>A Testimony in the Light of Stressful Times<\/strong><\/h2>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">Alli McCartney and David Wardrop can preach, but there is no better way to truly understand the value of\u00a0an empathetic, customized orientation to financial advisory services, than from a client\u2019s mouth. \u00a0Alli\u00a0introduced me to one of her newest clients.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Meet Amy: A Newly Divorced, Wickedly Intelligent Mother of Two<\/strong> <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A newly divorced, wickedly intelligent,\u00a0mother of two, Amy managed the family, the home and the daily in and outflows of cash\u2014but the bulk of\u00a0the long term financial management was her husband\u2019s \u201cchore,\u201d as,\u00a0Alli highlights, is often\u00a0the case. Amy and her husband met as peers in their\u00a0mutually chosen\u00a0industry\u00a0in their twenties. After the birth of their first daughter, the couple\u00a0decided together that she would give up her career so she could focus on the myriad demands of their\u00a0growing family.\u00a0So when Amy and her husband decided to divorce she\u00a0knew she needed <strong><em>her own\u00a0<\/em><\/strong>financial advisor\u2014someone squarely on her side, building around what was ahead, not what lay behind. And she had one major requirement\u2014she wanted to work with a woman.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"474\" src=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/GettyImages-922619024.jpg\" alt=\"Coming up with a solution together \n(Photo by Bernardbodo\/Getty Images) -Meet Alli McCartney &amp; UBS Alignment Partners \" class=\"wp-image-34567\" srcset=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/GettyImages-922619024.jpg 710w, https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/GettyImages-922619024-300x200.jpg 300w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><figcaption>Source: Photo by Bernardbodo\/Getty Images<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Woman\u00a0to\u00a0Woman<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is not uncommon; Alli explains, &#8220;in my experience, the overwhelming majority of women going through the death\u00a0of a spouse\u00a0or divorce want to work with a woman. They want to feel safe, heard and NOT judged.\u00a0Often they want a fresh start, a clean slate.&#8221;\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Amy\u2019s case, her desire to work with a woman was not\u00a0only for the reasons Alli highlights but an even more personal one.\u00a0Given her own journey, she felt the desire to support\u00a0and champion her fellow females\u2014to put her money behind her convictions\u00a0and demonstrate to her daughters that they can and should pursue any field of interest as a career.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Women in the financial\u00a0industry face the same battleground as many do in other male-driven professions\u2014fighting stereotypes and preconceptions of what people who work with money should look like and how they should act. Notwithstanding the progress of the women&#8217;s empowerment movement of recent years, the bias toward men in finance still exists. Amy finds this idea to be unsubstantiated\u00a0and outdated. In Amy&#8217;s position, it was without question that a woman\u00a0would\u00a0be the \u201cbest man for the job\u201d.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"473\" src=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/WhatsApp-Image-2019-08-12-at-12.51.20-PM.jpeg\" alt=\"Two woman discussing business inquires -Meet Alli McCartney &amp; UBS Alignment Partners \" class=\"wp-image-34568\" srcset=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/WhatsApp-Image-2019-08-12-at-12.51.20-PM.jpeg 710w, https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/WhatsApp-Image-2019-08-12-at-12.51.20-PM-300x200.jpeg 300w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Finding\u00a0the\u00a0Perfect\u00a0FA<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Amy\u00a0shared with me that she did not take the task of identifying her new Financial Advisor lightly. She\u00a0interviewed four female financial advisors, but Alli stood out. Amy explained that Alli taught her more about finances in 60 minutes than anyone had ever taught her. Keyword &#8211; taught!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">She also noted that hearing Alli emphasize the significance of controlling and understanding your own finances and financial health, as well as Alli&#8217;s intent to help her find some level of approachability with\u00a0financial relationships,\u00a0instantly\u00a0made her feel empowered and supported.\u00a0Alli made it clear she would personally be there for Amy, not just a face\u00a0or a handoff to a broader team (a \u201cbait and switch\u201d that often occurs in the elite ranks of investment\u00a0management). Alli did not drop names or make social networking promises like some of the other top female financial advisors Amy interviewed.\u00a0Like all clients eventually do, Amy made a decision to work with someone she liked, trusted and believed would protect her wealth\u2014in that order.<\/p>\n\n\n\n\n\n\n\n\n\n<h3 class=\"wp-block-heading\" style=\"text-align:center\"><strong>Working with Alli McCartney &amp; Alignment Partners<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Upon hiring Alli and Alignment Partners, Amy&#8217;s intuition proved accurate. Alli\u2019s team immediately set to work organizing her financial life and, according to Amy, have been \u201cextraordinary, genuine, committed and meticulous.&#8221;&nbsp;Alli wholeheartedly acknowledges&nbsp;the sacrifice Amy made in choosing to&nbsp;support&nbsp;her husband\u2019s career while prioritizing their daughters.&nbsp;Even more so, Alli uniquely empathizes with that decision, having faced that same crossroad many times herself. Now faced with learning to live with that decision, Amy must wade into the unfamiliar and murky waters of finance; Alli&#8217;s team is there to coax her in slowly and convince her it&#8217;s safe to swim.&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"text-align:center\"><strong>The Lesson<\/strong><\/h2>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">Alli&#8217;s team\u00a0has helped Amy to understand how she will make her money last with sound financial decisions, and they&#8217;ve brainstormed with her &#8211; inspiring her as to new ways to bring money in.\u00a0This type of attention and understanding was critical to Amy&#8217;s peace of mind during such a vulnerable and stressful\u00a0point in her life. Amy says she now implores her friends to pay close attention to every aspect of their finances, regardless of their relationship status.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"474\" src=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/GettyImages-157672903.jpg\" alt=\"Lady Luck \n(Photo by Jhorrocks\/Getty Images) -Meet Alli McCartney &amp; UBS Alignment Partners \" class=\"wp-image-34566\" srcset=\"https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/GettyImages-157672903.jpg 710w, https:\/\/www.lovehappensmag.com\/blog\/wp-content\/uploads\/2019\/08\/GettyImages-157672903-300x200.jpg 300w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><figcaption>Source: Photo by Jhorrocks\/Getty Images<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At <em>Love Happens<\/em> we are all about empowering women, whether our peers or those we aspire to be. Owning your wealth\u00a0and your worth is paramount, thus it is such a pleasure to share Alli McCartney and her story with you. We look forward to sharing more on this\u00a0topic, with specific advice on how any woman can take the necessary steps to establish this discipline\u00a0in the near future!<\/p>\n\n\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n\n\n<p class=\"wp-block-paragraph\" style=\"text-align:center\"><a href=\"https:\/\/www.lovehappensmag.com\/blog\/2019\/03\/16\/how-to-be-a-powerful-woman\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">How to be a Powerful Woman <\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n","protected":false},"excerpt":{"rendered":"<p>The divorce rate in the US is falling. That\u2019s the \u201cgood\u201d news, due in large part to millennials&#8217; evolved views&#8230;<\/p>\n","protected":false},"author":10,"featured_media":34531,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[6938,6932,40],"tags":[1811,6479,6480,4618],"class_list":["post-34524","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-be-empowered","category-mind-body","category-women-empowerment","tag-empowering-women","tag-finances","tag-financial-advisors","tag-powerful-women"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Empowering Women to Take Control of their Finances and to Own Their Worth: Meet Alli McCartney &amp; UBS Alignment Partners<\/title>\n<meta name=\"description\" content=\"Meet Alli McCartney and UBS Alignment Partners and learn all about the importance of financial independence as a woman in the midst of a divorce\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.lovehappensmag.com\/blog\/2019\/08\/12\/alli-mccartney-ubs-alignment-partners\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Empowering Women to Take Control of their Finances and to Own Their Worth: Meet Alli McCartney &amp; 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