FINANCIAL ADVISOR
Ursula M Strong

After college, I stumbled upon a job opening as a retirement specialist when Malvern, PA-based Vanguard was expanding to North Carolina. After working there for six years, I left to join a boutique financial advisory firm as a financial advisor. This was a big deal for me because when growing up, I had never heard of a financial advisor. My mother was an administrative assistant for a local college, and my father was a technician for a major phone company. They divorced when I was in elementary school and never talked to me about money, much less investments.

My mother...