Maguffin Update 4.2015
Zoe Sexton, MBA
Private Wealth Advisor
Holistic Wealth: Womens Choice
Specializing in Women and Women’s Interests
Zoe Sexton has essential financial advice for women who want to approach their wealth from a balanced, holistic perspective. She brings a fresh voice to the language of investment planning for women.
With over two decades of financial services and business experience, Zoe is a collaborative partner to high net worth individuals, business owners and families. Teamwork is a key-aspect of Zoe’s practice; working with her clients’ other professional advisors as well as her own network of resources to provide the most advanced and thorough advice.
After earning an MBA from Dominican University with a focus on Strategic Leadership, Zoe developed her Financial Fitness workshops for women at Smith Barney. Over the last 10 years, Zoe has consulted and advised Bay Area startups, other financial advisors, individuals, institutions and entrepreneurs. She serves her clients in all areas of their financial lives, acting as the go-to advisor for business, personal and life transitions.
Zoe is a Marin resident, author, speaker and mother to four children. She is a board member at Inanna House, a Foundation for Lyme Disease Treatment, and maintains a membership in the National Association of Professional Women (NAPW).
Zoe Sexton is an Independent Private Wealth Advisor. She is a registered representative at Portsmouth Financial in San Francisco, CA. Zoe has over 18 years in the various areas of financial services and originally created Maguffin seven years ago to help other financial advisors expand their businesses through mentoring and coaching.
Zoe executes her trades through Portsmouth Financial Services, a broker dealer in San Francisco which is registered in 36 states. No offers will be made or accepted from any resident outside the states where we are licensed and registered. Individual and firm licenses for specific states may be subject to change; check with the firm or broker for updated information. Portsmouth Financial uses Pershing LLC, a wholly owned subsidiary of Bank of New York, as it’s custodian.