Educate. Engage. Empower.
WIN of Philadelphia provides networking and professional development for those involved in all aspects of financial services.
About Us
WIN began almost 20 years ago as an idea between two friends
Tracy Musser and Sharon Hayman launched WIN in 2008 as a way for professionals to connect and share ideas.
WIN Leadership
Letter from the Presidents
WIN helps you learn, connect, and grow alongside fellow professionals — and we look forward to growing with you in 2026!
Events
Empowering connections, one event at a time
Come join us to celebrate the end of an amazing year with WIN! The evening will feature lots of opportunities to connect with friends, enjoy good food and drinks and even the opportunity to win some raffles! The Nest will offer all guests a 10% discount that night so
@ Nest Home Decor
Meaningful conversations. Genuine connections. One table at a time. Some of the best conversations happen around the table. Join a small group of fellow WIN members for an informal lunch designed to foster meaningful connections, share experiences, and strengthen your network in a relaxed setting. We want as many WIN
@ Sedona Tap House
WIN’s Membership Committee invites you to join us for a special Happy Hour at the Wayne Hotel on Wednesday, October 28, co-sponsored by Mondrian Investment Partners. This event is designed to introduce prospective members to the WIN community, so we encourage each member to invite a colleague or friend who
@ Rosalie Wayne Hotel
Join the Network
Join a powerful network of financial professionals. Connect, grow, and lead alongside industry peers
Member Spotlight
Honoring the leaders & innovators driving success in the financial services industry
Spotlight of the Month
Cindy Rota
Featured Sponsor
Janney Montgomery Scott LLC is a leading wealth management firm with a nearly 200-year history of helping individuals, families, businesses, and institutions pursue their financial goals. Our mission is to empower lives through financial advice, providing personalized guidance and comprehensive capabilities to help clients navigate their financial lives with confidence. Today, nearly 1,000 Financial Advisors serve clients across an expanding national footprint, with nearly $200 billion in client assets under advisement, and growing.
As a privately held firm, Janney is focused on long-term success with a shared commitment to our clients and one another. Our values — Focus on the Client, Do What’s Right, Win Together, Act with Purpose, and Own the Outcome — reflect that commitment and guide how we work, make decisions, and deliver results. Together, these principles support our vision to be the most trusted partner to help clients and employees achieve what matters most. Read more……