Tag: Women In Finance

What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

How does a kid from Louisiana with a 30-inch vertical jump become a leader in finance and coaching? 

Senior Advisor Delaney Orozco joins Nicole Romito for a candid, energizing conversation about the surprising ways competitive volleyball has shaped her personal and professional path.

From the sweltering heat of Southern softball fields to Virginia Tech’s Division I courts, Delaney shares how lessons in teamwork, loyalty, and grit have built the foundation for her success at Private Vista and why coaching young athletes now feels like giving back.

What to expect:

  • Why volleyball taught her to trust deeply and lead better
  • How coaching helped her grow as a parent, teammate, and advisor
  • The surprising way she met her husband on the court
  • Real talk on time management, community, and staying inspired
  • And more!

Previous Episodes of Interest:

Connect with Nicole Romito: 

Connect with Delaney Orozco:

About Our Guest: 

Delaney has always had a passion for coaching others. Whether that be in sports or on their financial wellbeing, she loves being someone that people can go to for advice and help through times of adversity or times of joy. Delaney began as a mathematics major at VT and had planned to teach high school calculus and coach volleyball. As a junior, she decided she might want to do something different from teaching. She knew she could always coach as a hobby, but started her search for a career where she could help people with something that always seemed like a struggle for her own family growing up: the concept of money.

Delaney began in the financial services industry in 2015 as an Associate Advisor. Over my career, she has worked on being able to find the intersection of the day-to-day processes of the financial world and the bigger picture, planning to help clients achieve their Private Vista. She also deeply enjoys developing a guide for clients to help them navigate their psychology behind finance and the numbers they see on the page.

Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)

Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)

Breaking the glass ceiling: Join us as we delve into the world of finance and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations.

In this episode, Nicole celebrates Women’s History Month and International Women’s Day with Delaney Orozco, CFP®, and Stephanie Nanney, CFP®, CPFA. Get ready to hear their inspiring conversation about why they believe wealth management is an awesome career choice for women.

Nicole, Delaney, and Stephanie discuss: 

  • Why the finance industry is a great career choice for women
  • How the industry offers women a successful career and professional life and allows for flexibility to have a fulfilling personal life
  • Why more women are joining the finance industry each year
  • How their families and male colleagues have shown support throughout their careers
  • Why they chose to work in the industry
  • How My Private Vista creates a supportive and nurturing work environment
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Delaney Orozco and Stephanie Nanney:

About our Guests: 

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has equipped her with the work ethic and dedication necessary to perform at a high level, which she hopes to offer her clients.

Having grown up around the financial services industry, Stephanie Nanney, CFP®, CPFA, knows the value of long-term relationships with clients and the work and reward that comes with helping those clients, and their families, achieve financial goals. Stephanie’s primary goal in helping clients is to listen to them and establish a genuine partnership, providing a strong foundation of financial knowledge that is crucial to achieving their goals. Ultimately, witnessing her clients achieve their Private Vista is the most rewarding aspect of her work.