by Katy Yocom | Mar 1, 2022 | For Your Future, Industry News, Industry News, Interesting Articles, International Women's Day, News, Women In Wealth Management
Happy Women’s History Month! Women make history everyday of every month. Declared in March 1987, Women’s History Month has been designated worldwide to highlight those who have broken barriers and changed the course of history. It is also recognized in March to create...
by Katy Yocom | Feb 16, 2022 | Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...
by Katy Yocom | Feb 10, 2022 | Black History Month, Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Azie Taylor Morton is distinguished as the first and only African American ever to hold the post of Treasurer of the United States. She was born in Dale, TX on a small farm. During her youth, she worked in the cotton fields. There was no high school for...
by Katy Yocom | Feb 9, 2022 | Black History Month, Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News
E. Stanley O’ Neal was the first African-American to run a major Wall Street firm. O’Neal was born in Roanoke, AL, the son of a farmer and the grandson of a former slave. He grew up in the tiny rural farming community of Wedowee. O’Neal’s...
by Katy Yocom | Feb 4, 2022 | Black History Month, Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News
Travers J. Bell Jr., the “Father of Black Investment Banking,” was raised on the south side of Chicago in the Ida B Wells Public housing projects in 1941. His father worked in the operations department of the Chicago office of Dempsey Tegler &...
by Katy Yocom | Jan 12, 2022 | Finding A Job, For Your Future, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Coryanne Hicks| Jan. 5, 2022 Learn the critical skills clients expect from their financial planners in 2022. read more>
