Rhonda Ducote Nominated for Woman of the Year

Apriem President, Rhonda Ducote, has been nominated for the Orange County Business Journal's Woman of the Year Award. An excerpt of the announcement is below: "Rhonda Ducote's leadership has helped propel the investment advisory firm to more than $650 million in assets under management at the fastest growth rate for a firm its size in

Apriem President on How to Avoid Sibling Squabbles over Inheritance

Rhonda Ducote returns to Financial Poise and lends advice on how to avoid family strife while divvying up assets for inheritance. Below is an excerpt: "For Baby Boomer women, who are uniquely positioned as stewards of the largest wealth transfer in human history, minimizing squabbles and resentment between their children over inheritance is a high

Apriem on Forefront of Movement Toward Working with Women Investors (Financial Advisor Magazine)

Apriem President Rhonda Ducote comments on how to empower female clients and the Women of Wisdom program. Below is an excerpt: “Rhonda Ducote, the president/principal of Apriem Advisors in Irvine, Calif., started her firm’s Women of Wisdom (WOW) program in 2014 to help educate, empower and encourage all women to get more involved in their

Rhonda Ducote Nominated for Women in Business Award

Apriem’s President Rhonda Ducote has been nominated for the Orange County Business Journal’s Women in Business awards. Below is an excerpt of a special section where she was featured: Rhonda Ducote has been passionately serving as a wealth manager for more than two decades. She has been with Apriem Advisors since 2000 and currently serves as

Women in Investing

Apriem's Women of Wisdom (WOW) attended Schwab’s Women in Investing seminar in Palm Dessert and two weeks later in Newport Beach. On May 13, 2014 Rhonda Ducote, Senior Wealth Manager and Megan Pierpont, Wealth Managerrepresented Apriem Advisors at the Women In Investing seminar where Rhonda is the main speaker.  Rhonda gave her economic update and outlook for

2021-07-01T19:48:51+00:00May 11th, 2014|Newsroom, WOW In the News|
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