Women and Wealth: Unique Opportunities and Obstacles Faced by Women

Robert Port, Stacy Hanley, Jessica Reece Fagan, Lisa Brown, Craig Frankel

Jessica Reece Fagan/Hedgepeth Heredia Law

Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to litigation and trial experience, Jessica assists clients to resolve matters amicably through private mediation and settlement out of court. Jessica is admitted to appear before the Supreme Court of Georgia, all Superior and State Courts of Georgia, and the U.S. District Court for the Northern District of Georgia.

Jessica is an active member of the State Bar of Georgia, the Young Lawyers Division of the State Bar (“YLD”), and the State Bar Family Law Section. Jessica is a graduate of the State Bar of Georgia YLD Leadership Academy and previously served on the YLD Executive Council. Jessica is also a member of Lawyers Club of Atlanta, and an active member of the Family Law Section of the Atlanta Bar Association and the DeKalb Bar Association.

A native of Augusta, GA, Jessica is a cum laude graduate of The University of Georgia. Jessica earned her law degree, with honors, from Georgia State University. Prior to joining HHR, Jessica practiced at the international law firm of Smith, Gambrell & Russell, LLP.

Stacy Hanley/Leftkoff, Duncan, Grimes, McSwain & Hass

Stacy W. Hanley is a partner at the law firm of Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. Stacy practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters.

A native of Atlanta, GA, Stacy graduated magna cum laude from Washington & Lee University in 1996 with a B.A. degree in Classics and Economics. At Washington & Lee, Stacy played on the first women’s basketball team and was elected to Phi Beta Kappa, Phi Eta Sigma and Omicron Delta Epsilon honor societies.

Stacy graduated magna cum laude from the University of Georgia School of Law in 1999. Stacy
was elected to of The Order of the Coif, served as Senior Notes Editor for the International
Journal of Comparative and International Law and was awarded The Real Property Law Section
Award.

Lisa Brown/Brightworth

Lisa has focused her entire career in wealth management for high-net-worth families. “The most rewarding part of my job is helping my clients retire well, with confidence and security about their future.” Her straight forward, results oriented approach appeals to the busy professional.

Lisa is a Partner and Wealth Advisor at Brightworth where she works with a select number of high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning. She began her wealth management career in 1999 developing personal financial strategies for top level executives of Fortune 500 companies. Lisa joined Brightworth in 2005 as the Manager of Financial Planning and was promoted to Wealth Advisor in 2009. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.

Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Estate Planner, and has completed the Investment Management Consultants Association’s Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management AnalystSM. Lisa received her Masters in Business Administration with a personal financial planning concentration from Georgia State University. She graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.

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About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.