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Women Still Under-Served When it Comes to Money

Stephanie Vokral
Mike Switzer/SC Public Radio

Did you know that women now own more of the world’s personal wealth than men?  This was first reported by the Bank of Montreal’s Wealth Institute three years ago.  And yet, our next guest says she continues to see women being underserved and overlooked when it comes to financial matters.

Mike Switzer interviews Stephanie Vokral, a certified financial planner with Critical Transitions Wealth Advisors in Columbia, SC.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.