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Friday, March 8, 2024 from 11:00 AM - 12:00 PM CST Via Zoom

Women and Wealth

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Women and Wealth

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On International Women’s Day, join us for networking and a presentation on Women and Wealth provided by The Tosha Group at Merrill Lynch. They’ll share an overall market outlook for the upcoming quarter and insights into their diversity and inclusion portfolio. If you’re looking to get your financial questions answered and connect with a team to develop a financial strategy that can help you pursue your long-term goals, this session is for you!

This session is complimentary. All are welcome.


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Courtney Hardin
Financial Advisor
Merrill Lynch Wealth Management - The Tosha Group

Courtney attended the University of Arkansas in Fayetteville with two Bachelor’s Degrees; the first in Vocal Performance and the second in Graphic Design. After a successful career in Graphic Design, Courtney was recruited to Edward Jones’ financial advisor training program in 2016. “I’ve always had a passion for investing, but never considered it as a profession because of what I THOUGHT they did.”

During her tenure, Courtney refined her focus to Women-Owned businesses, and the underserved minority and LGBTQ community. She finds particular satisfaction working with women, including business professionals, divorcees and widows, to help them make informed financial decisions that accurately reflect their short- and long-term financial goals.

In March of 2022, Courtney moved her practice to Merrill Lynch, and joined forces with Senior Portfolio Advisor, Stephen Tosha.

Outside of work, Courtney is active in both art and music. Having written and illustrated her own children’s book, “Mouse and Pod,” Courtney engages audiences of all ages to discuss Diversity and Inclusion, from bookstores, public libraries, schools and corporate events. She is a member of the Dallas Women’s Chorus, has most recently sung at Carnegie Hall in Spring of 2023, and has been invited back for a third time in 2025.

Stephen Tosha
Managing Director
Merrill Lynch Wealth Management - The Tosha Group

Stephen began his career at age 17 in the mailroom for Verizon and its predecessor companies. During his 30-year tenure, he held a variety of roles including finance, treasury, sales, operations and business development. After years of increasing responsibility, he retired at age 46 as Senior Executive.

With a strong desire to give back to the community, Stephen later assumed a role as CEO and Executive Vice President for a Dallas non-profit, where he directed investments and provided governance for their endowments. After helping the organization recover from the brink of bankruptcy, Stephen was recruited to Morgan Stanley’s financial advisor training program. During his tenure, he became a Senior Vice President and Portfolio Manager working with a select group of affluent clients.

Stephen joined Merrill in 2016 and today he brings his well-rounded background in corporate finance, investments and business development to his work with corporate executives, entrepreneurs, multiple generations of families, non-profits, foundations, and members of the LGBTQ community. He also finds particular satisfaction working with women, including business professionals, divorcees and widows, to help them make informed financial decisions that accurately reflect their short- and long-term financial goals.

Serving a select number of clients by design enables Stephen to devote significant time and resources to every relationship and guide them through the disciplined process that their unique situations require. His process begins by developing a deep understanding of his clients’ lives and the things they value most. Employing “what if” scenarios and simulating the impact on their current lifestyle and retirement helps Stephen develop customized investment portfolios based on global macroeconomics and designed to pursue what’s most important to clients and their families.

Stephen made a commitment to himself to give back to the community which has given so much to him. 

Stephen is an avid writer having published the book “I Colored Her Pretty”, enjoys the outdoors, and spending time with his family and friends when not working.

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11:00 - 11:15 ... Welcome and Small Group Networking
11:15 - 12:00 ... Presentation, followed by Q&A


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Registrant List

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# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Company First Name Last Name
A [ Back to top ]
AMP CreativeOfeliaYanez
Aurora Austen Investment Management LLCKarenBuggage
B [ Back to top ]
BNSF RailwayAdamPrice
BNSF RailwayLeighAnnVernon
Brain Performance CenterLeighRichardson
Bullseye Database MarketingDallasJudd
Business Control SystemsCherylUnderwood
Business Control Systems, LPDianneFerguson
Business Control Systems, LPAnshiPatel
Business Owner's MBADebPurvin
C [ Back to top ]
Castro Construction Company-C3MarinaCastro
Coca-Cola Southwest BeveragesMichelleBurgess
Consumer and Market Insights, LLCRoyalynReid
Conversando by Discover Connecting CoAliciaBrauer
Cornerstone Mechanical Services, Inc.MeganRobison
CRC GroupPatriciaRodriguez Christian
D [ Back to top ]
Dallas County - Commissioner Elba Garcia's OfficeBlancaTorres
DFW International AirportSuzanneCruz-Sewell
DFW International AirportChristieWeber
DFW International Airport BoardCheryllJeter
E [ Back to top ]
EduDots Professional Learning ServicesLakeiahCheatham
Events GKGisellaGlasgow
F [ Back to top ]
Fisher & Co.LyLyFisher
Force10 ConsultingMay LeeHarris
Four Oaks Medicare PlanningPaulaWhite
H [ Back to top ]
Hello NannyStephanieFornaro
I [ Back to top ]
IT First Equipment CoLeslieGarner
IWIC, LLCKellyGregory
J [ Back to top ]
K [ Back to top ]
KMS and Associates, LLCKarenSmith Jackson
Kwahu Enterprises LLCEvelynNkeyasen
L [ Back to top ]
Lynne Malkoff PromotionsLynneMalkoff
M [ Back to top ]
Medvon Media and Consulting, LLCFriedaWiley
Merrill LynchCourtneyHardin
Merrill LynchStephenTosha
Mind Over GrindSharonEdmond
Mindful MediaKaraHenderson
N [ Back to top ]
O [ Back to top ]
P [ Back to top ]
Peachy Skin BarAlejandraUriostegui
Plaster & Wald Consulting CorpGereeWald Morton
Primoris T&DTandraBetts
R [ Back to top ]
Red River ScientificGabrielaCadena
Resilient Freight SolutionsHaydeeClark
Rockhaven Group LLCCatherineOgie
S [ Back to top ]
SFDC Xperts LLCJaneneNiblock
Sissy Siero Voiceover & Media LLC DBA Siero MediaAnnetteSetzer
Sissy Siero Voiceover & Media LLC DBA Siero MediaSissySiero
Smart Folks IncLalithaNandyala
Southwest Airlines Co.PamelaGlover
Stiffs five star energyCristinaGarza
T [ Back to top ]
TD Staff LLC D/B/A TrainingProsLeigh AnneLankford
The Adom companyBolaOlawale
The Innovation Tribe LLCToluAkindunni
The Ready ZoneEstherWeinberg
Thomas Hunter Legal Group LLCSAKINNATHOMAS
TransSynergy GroupDonnaHegdahl
W [ Back to top ]
Watch Me EXCELLenetraKing
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