Menifee resident and Ameriprise Financial Advisor Ivette Taylor has always considered community service as being a part of her business. As an advisor, her job is to help clients manage their assets and maintain a successful retirement through proper financial planning.
|Ameriprise Financier Ivette Taylor gives back to the|
community through the Lake Menifee Women's Club,
the Women's Interest Network, and more.
Even though her career keeps her busy, she still finds time to give back. “As business owners, my husband and I were fortunate to find a wonderful Client Service Manager, Kamala Davis, who not only coordinates all our client meetings, but also makes sure that the schedule gives me time to volunteer,” Ivette explained. “My mind operates on appointments, so volunteering becomes another commitment, and when I have an appointment, I keep it.”
Volunteering is an act Ivette has been doing throughout most of her career, which began in 2005. Part of her goodwill is geared towards women’s interests. “To me it’s really important to promote and uplift women and our goals,” she said.
Last year Ivette became the Inland Empire leader for the Ameriprise Women’s Interest Network (WIN). “It’s women in the industry coming together for their community,” she explained. They have a national day of service that takes place on Nov. 18.
Aside from WIN, Ivette hosts annual luncheons for her female clients. “I take my successful female clientele to lunch as part of my service model within my practice,” she said.
Each luncheon has a theme, and this year’s was “Keeping Your Body Fit and Your Purse Fat.” Ivette invited a cardiologist and a representative for the American Heart Association’s “Go Red for Women” to discuss women’s heart health. “I brought in a cardiologist to talk about this because more women die of heart disease than anything else,” she said.
Outside of her career Ivette serves as treasurer for the Lake Menifee Women’s Club. “Through this role as club treasurer, I’ve been able to marry my profession as a financial advisor with my service work,” she said. “It was a good fit.”
She joined the local women’s club in 2009 in order to give back to the city that became her home three years ago. “I wanted to be able to do some charity and volunteer work,” she said. Ivette has been treasurer since January of this year.
The women’s club is a nonprofit organization where women team up to help out their community. They help put on Menifee’s Annual Independence Day Celebration and make charitable donations each year, such as student scholarships, contributions to breast cancer foundations, support for local families in need of help with their medical expenses, and more. “It means a lot to me that the club has a mission of serving its community and promoting the interests of women,” said Ivette.
One of her goals this year is to expand the club membership. “If we continue to grow we can do larger scale events and give more,” she said.
Ivette and her husband are also members of the Menifee Chamber of Commerce, a place where they get to promote their work and learn about the city’s many services. “I think people should utilize their resources here,” she said. “I want women to know that I am a local resource to help them with their financial matters.”
Ivette said she plans on remaining in Menifee and is eager to see the city mature. “To have any kind of role in growing the city is fantastic for me,” she said.
Ameriprise Financial is located on 29826 Haun Road, Ste. 206 in the Haun Professional Building. For more information call (951) 679-2222.
Visit www.lakemenifeewomensclub.org to learn more about the Lake Menifee Women’s Club.