Connect and share advice and experiences with your fellow Black/African American financial advisors and managers at our annual meeting focusing on business development, growth, and community building.
Exclusively for Black/African American advisors, our Ascend program is designed to help grow their business through one-on-one sessions with coaches who have spent years in the field and understand the common experiences of African American advisors.
Engage with our team of senior leaders within Wealth & Investment Management whose mission is to increase diverse representation throughout the organization in general, and in the ranks of leadership in particular.
The Branch Manager Leadership Program provides experienced advisors who aspire to a leadership role the opportunity to manage a bank branch location and all that entails while keeping a hand in the advisory space by mentoring younger advisors under their purview.
Come together with your African American peers for these half-day events focused on specific markets where you can swap business development concepts, share best practices, and build out your regional community.
Stay up to date on what’s happening in the organization. Specifically addressing the experiences of African American advisors, these calls focus on business development, marketing opportunities, and practice management.
A voluntary, employee-driven association, the Black/African American employee resource network provides members with a way to champion diversity throughout the firm while sharing cultural experiences, leadership insight, and guidance on professional development.
Always seeking to expand our presence within the African American community, we currently have significant relationships with AAAA (Quad A), the Conference of African American Financial Professionals (CAAFP), the National Coalition of African American Financial Professions sponsored by The American College, 100 Black Men of America, the National Association of Black Accountants (NABA), and the national Black MBA Association.