Pioneer Federal Credit Union’s Post

The Association of African-American Financial Advisors (AAAA) plays a pivotal role in empowering its members to become million-dollar producers. By providing our members with a comprehensive blend of educational, networking, advocacy, and support resources meticulously designed to address the distinctive needs and challenges faced by B / AA professionals within the wealth management industry. Last month, the enlightening panel the Art of Becoming a Million Dollar Producer who happens to be Black/African American, occurred at the AAAA annual conference V.I.S.I.O.N. A celebration and exploration of the distinctive challenges and opportunities faced by Black/African American million dollar producers in the wealth management industry. We sincerely thank the Association of African-American Financial Advisors' dedicated Chairman and CEO, Christian C. Nwasike MFP®, MBA, JSM, CRA®, MSI Fellow™ for expertly moderating the panel session. Thank you to our esteemed panelists: AAAA board member Araya Mesfin, CFP®, Managing Director, senior portfolio manager UBS; Ty Robinson CFP® | CEPA professional Financial Advisor at Edward Jones and Darric N. Boyd, CFP®, C(k)P® AAMS®, CPFA Senior Vice President Wealth Management at Merrill Lynch. Your invaluable expertise and insights have illuminated the path to excellence by showcasing our community's immense potential for success. #wealthmanagement #blackexcellence #leadershipandmanagement #ceo #equityandinclusion #blackwealth #diversity #Financialadvisors #branding #financialplanners #wealthmangement #assetmanagers  #diversityequitybelonginginclusion #togetherblackwealth 

As I reflect on my journey, from starting as a Teller with an MBA to becoming a Vice President at Bank of America within 7 years; and my foray into the political space as a Candidate for Maryland State Delegate, I am reminded that every experience is a stepping stone to greater understanding and development. Here are some invaluable lessons I've learned along the way: 1. Not every effort will result in victory, but every attempt is a victory in itself. My campaign for Maryland State Delegate didn't end with a win, but it taught me the power of resilience and the importance of staying true to one's vision. 2. My career path was not a straight line. It was filled with twists, turns, and unexpected opportunities. The key was to remain adaptable and open to new possibilities. 3. Whether in the corporate world or in public service, leadership is about serving others. It's about making a positive impact and lifting others as we climb. 4. My transition from a Teller to a Vice President was fueled by persistence. It's about showing up, doing the work, and not being afraid to take on new challenges. 5. As I look back, I am filled with gratitude for the incredible show of solidarity during my campaign period. Families, friends, volunteers, supporters, and local leaders came together, they showed out, not just in numbers, but in passion and dedication. So, whether you are taking your first step or your thousandth, know that every experience shapes you into the leader you are meant to be.

Please join me in recognizing the Greater Georgia Market 2024 Platinum Council Advisors! The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Platinum Council levels are based on the previous calendar year's gross revenue, and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%

🌟 J.P. Morgan Chase provides $500K grant launching new Fair Chance Collaborative led Valley of the Sun United Way in City of Phoenix! One in three U.S. adults—more than 70 million people—have some type of arrest or criminal record. To put this in perspective, about the same number of Americans have college degrees right now. Unfortunately, these Americans, who were incarcerated or have a conviction on their record, are essentially unable to secure good jobs in this country. Nearly half of formerly incarcerated people are unemployed one year after leaving prison. This unique collaborative aims to address the this multi-dimensional challenges faced by these individuals who are now seeking employment and stability in the Phoenix metro with a comprehensive approach—coordinating job training, placement, housing assistance, healthcare access, financial counseling and more—to improve outcomes. As a leader committed to inclusive economic growth opportunity and addressing our community's workforce development challenges, JPMorgan Chase & Co. is proud to support this coalition bringing together social services, education, employers, economic development organizations, and top community leaders. By convening the right leaders and organizations to provide coordinated support, we can eliminate barriers that would otherwise silo efforts and ensure that more people in Phoenix will get a fair chance to rejoin the workforce and fully contribute to their families and the local economy. I'm proud to represent our firm on the VSUW board and to be a part of this vital effort. #FairChance #Reentry #SecondChance #WorkforceDevelopment #JPMorgan #CommunityInvestment #SocialImpact #JPMC #JPMorganChase #Chase #VSUW Carla Melissa Bertha Todd Jennifer Chris Neil Deanna Noreen Keri Kristin Ben Alison Monica Tucker Maura Charlie Ben David Latasha Jenny Drena Chad Elissa Mary Owen Mambu Doran Angela Angela Marie Sara Ann Brian Leia

What an AMAZING day! I could not be more excited about this announcement, and to be part of the Fair Chance Collaborative in Arizona. This initiative resonates deeply with our core values at Arouet, where we believe in second chances and the power of collective impact! This is an incredible opportunity for Arizona to rewrite our reentry story, and build an ecosystem and pipeline that will ensure we build a dynamic Fair Chance workforce, which has an array of products, services and support to help them be successful! This is the beginning of something huge and we are so thrilled about it! One in three U.S. adults—that’s more than 70 million people—carry the weight of an arrest or criminal record. These individuals face immense challenges when seeking employment and stability. But today, we’re changing the narrative.👏 The Fair Chance Collaborative is more than a program; it’s a lifeline. It’s coordinating job training, housing assistance, healthcare access, financial counseling, and more. It’s about holistic transformation, breaking down barriers, and creating pathways to opportunity. Thank YOU JPMorgan Chase & Co. for your commitment to inclusive economic growth. Their $500,000 grant fuels this collaborative engine, and together, we’ll ensure that more people in Phoenix get a fair chance to rejoin the workforce and contribute fully to their families and our local economy. And thank you to United Way for offering to take on the work of this incredibly important initiative. As a member of the VSUW Workforce Taskforce I am honored to stand alongside top community leaders, employers, and educators. Let’s rewrite the story—one fair chance at a time. I cannot wait to roll up my sleeves and get to work! #FairChance #Reentry #WorkforceDevelopment #CommunityInvestment #SocialImpact #JPMC #JPMorganChase #Chase #VSUW United Way Arouet

Thanks for joining us Francis Medina, wonderful to see our IFC - International Finance Corporation - Milken Institute Capital Market Scholars having these impactful conversations and building such powerful networks that they can mobilize for growth, once they return home. And thank you Wave Digital Assets for providing such a valuable internship experience for Francis! #miglobal #ifc #gwsbproud #leadership #financialmarkets #emergingmarkets

The Association of African-American Financial Advisors (AAAA), one of the most revered and respected organizations in the wealth management industry, recently revealed its list of the top 50 Under 50 Black/African American Financial Advisors and Planners in the industry. These high-flying individuals, all under the age of 50, have significantly contributed to the field of wealth management, serving as pillars of our community, creativity, and leadership. In acknowledging these inspiring achievers, AAAA not only celebrates their individual accomplishments but also casts a spotlight on the talent, tenacity, and tremendous potential of the next generation. The Association hopes that this recognition will inspire others to aim high, dream big, and create a meaningful impact in our community. The 50 Under 50 Awardees are testaments that age is no barrier to achievement, and it's the audacity of dreams coupled with hard work that crafts the contours of our shared future. Join us in congratulating our 2023 50 Under 50 award winners for their remarkable achievements and promising journey ahead! Visit the link to access the full list of AAAA's 2023 award winners: https://lnkd.in/drw2QhzA #wealthmanagement #blackexcellence #equityandinclusion #blackwealth #blackgirlmagic #diversity #Financialadvisors #financialplanners #assetmanagers #diversityequitybelonginginclusion

Let's talk about blue jeans. 👖 At the last Emerging Leader's class, Sean Reaves and Bob Paden gathered us all for this picture - we had not been forewarned it was going to happen. As people threw elbows and tripped one another (kidding) to secure a place hidden in the back row because they weren't "picture ready," it dawned on me... this is a group of individuals who have been nominated by their employers, encouraged by peers, or self-started to be amongst other high performers in the county. Some of us wore collared shirts, some of us sported dress pants, and others (the majority) relaxed in more casual attire - and no one's intelligence, skillset, or ability was affected by their clothes. My point is. At the end of the day, your attire at work really doesn't, and shouldn't, matter. Some of the most successful people I know wear t-shirts from high school with rips in their pants, paired with New Balance sneakers. Conversely, I've met people who wear ties everyday and are more incompetent than a wall. Let's normalize wearing the clothes you are comfortable in, not the overpriced business casual looks of the past. BTW...my LinkedIn profile pic ? I needed a picture to submit for the Emerging Leaders launch (they seemingly have a thing for pictures 😂) and had never had a professional head shot. The posed torso, studio backdrop you see ? That is actually a selfie I took, sweaty from walking the dog, in a maroon sports bra, covered by a blazer...with a quick simple background swap on Canva. 😎 Looking back ? I should have used the original selfie - that included the dog. 🐾 If you are actually good at what you do, people will remember your name, not whether or not you dressed to impress. #unpopularopinion #casual #cowgirlboots

ESG & DEI is an ‘AND’…a method to add to core business strategies…NOT replace them. Lately there’s been significant push back as some firms have gone way too far and replaced thoughtful strategic ideas with performative ESG/DEI mandates. Lets not throw out the baby with the bath water… ESG/DEI does work…but not as a singular defining objective. They work in tandem with comprehensive business approaches. Just one man’s opinion Let’s GO!

A great first meeting at Vista.👍 We are a law firm covering many aspects of law. The best thing of all is that we offer our initial advice at no obligation nor cost to the potential client #commerciallaw #mediation #conveyancing #willsandtrusts #powerofattorney #bni #bniglobal