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Learn more about the Empower Wealth Group here

Nora Yousif named a Forbes Top Women Wealth Advisor

At Empower Wealth Group, we are very proud that Financial Advisor Nora Yousif was named a Forbes Top Women Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Nora!

Who we are

At Empower Wealth Group, every client is more than just a financial client. We help maximize your financial life, and we also help you with the rest of your life, giving you tools that empower your world, through educational seminars and resources that reach far beyond your finances. From helping couples face college costs and caring for aging parents, to guiding you through career transitions, loss of a spouse, retirement, Social Security and Medicare, divorce, and the unique financial needs of women, we have the experience and perspective to create a wealth plan with smart investment strategies that are exactly right for you. See, we’re a family of three generations, who has been successfully managing people’s money for the past 60 years, so we know a few things about finances, and about life. We understand that life can be unexpected and unexpectedly beautiful all at the same time. This helps us not only bring you the financial expertise to make the most of how you’re living today, but also how you want to be living tomorrow.

What makes us different is what makes us better:
  • Perspective We’re a three-generation family team, providing you with continuity, and a seasoned perspective.
  • Reputation We’ve been part of the community since the 1950’s, committed to offering you stellar service and creating a reputation we’re proud of.
  • Experience As one of the larger practices in the area, we frequently work with individuals and extended families, giving us the kind of experience that will help us successfully work with your family, whatever its dynamics and goals.
  • Expertise & Education Because we stay on top of industry headlines and trends and know how to simplify complex financial information for our clients, our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media. She has been featured on NBC Boston, Channel 5 ABC, NECN, WBZ news radio, 106.7FM, CNBC, Forbes and Yahoo! Finance.
  • Knowledge In addition to being a CFP®, Nora Yousif completed her MBA at MIT Sloan, a program immersed in quantitative analysis and advanced investment techniques developed by some of the most intelligent minds in the world of business and finance.
  • Service Our team members going to work for you are top notch. Nora has been selected as a Top 40 Under 40 Professional by the Boston Business Journal and Investment News. Joanna Bishop has received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations for their clients.
 
 

We are humbled to have been featured in The Boston Globe, Boston Business Journal, and Boston Magazine.


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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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I was humbled to present to a packed room of other Financial Advisors as well as marketing execs from Merrill Lynch, Morgan Stanley, JP Morgan, Raymond James, Fidelity and more on the topic of best practices in marketing for finance professionals at this year's SIMFA conference in CA. In chatting with folks after, one thing I said that really seemed to resonate was "give people what they want and they will come to you for what they need." Add value to people's lives. Educate, motivate and inspire with your marketing efforts. With that approach, there is no limit to what we can offer. I will say it again, the best is yet to come! I am in the process of turning my marketing vision into tactics and outputs... stay tuned. #SIFMA.

I was humbled to present to a packed room of Financial Advisors and marketing execs from Merrill, Lynch, Morgan Stanley, JP Morgan, Raymond James, Fidelity and more on the topic of best practices in marketing for finance professionals at this year's SIMFA conference in CA. In chatting with folks after, one thing I said that really seemed to resonate was "give people what they want and they will come to you for what they need." Add value to people's lives. Educate, motivate and inspire with your marketing efforts. With that approach, there is no limit to what we can offer. I will say it again, the best is yet to come! I am in the process of turning my marketing vision into tactics and outputs... stay tuned. #SIFMA.

What a perfect way to celebrate International Women's Day last Wednesday speaking to Tufts Medical Center's Women in Medicine & Science committee. It was a room full of talented physicians reviewing how to plan and invest for their futures. To learn more about the exclusive segment of our practice called the Empow(Her) Wealth Group, click here: https://us.rbcwealthmanagement.com/empowerwealthgroup/empowher-for-women

Ten years ago I attended the BBJ Mentoring Monday event seeking inspiration and direction. This week I attended again, but this time I was a Mentor for the 300 women in the room. Being invited back to share advice and inspiration was my complete pleasure and I was honored to serve alongside some amazing and powerful women leaders in Boston like Sally Mason Boemer CFO of Mass General Hospital, Lisa Wieland CEO of Massport, Sandy Lish Founder of The Castle Group, Andrea Cohen Founder of Houseworks, and Kendalle Burlin O’Connell CEO of MassBio. A special shout out to one of MY mentors and absolute superhero, Carolyn Jones, President and Publisher of the BBJ who awarded me as a recipient of a BBJ award and a few years later, graciously wrote one of my recommendation letters to MIT Sloan.

There's s no better way to thank our medical heroes than being able to offer a financial talk last week to MGH & BWH (now MGB) on "Retirement prep in the midst of unknowns". We covered upcoming changes like the RMD age being pushed out to 73 now and 75 in 2033, as well as the extra catch-up for those aged 60-63. If you are an employee of the hospital and would like to learn more about the presentation, pls message me. To learn more about how we empower our community through education, check us out here: www.EmpowerWealthGroup.com