TV Reporter
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Antonio Bass, CFA

Capital Group

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Jeremy Miller, CFA

Capital Group

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Lam Guluka

Russell Investments

Congratulations to the AWD Members above for earning recognition as members of the AAAA 2021 Fifty Under 50!

Association for Wholesaling Diversity News
The Association for Wholesaling Diversity celebrates its members who have been #FinancialServices industry #ThoughtLeaders MAKING #BlackHistory for many, many years.

Registration has begun for the 6th Annual AWD National Conference

Members & Students, see you at our 6th Annual AWD National Conference this June in Washington, DC!  Employers, please confirm to your employees attending that time spent at conference will be marked ‘non-PTO’ and travel to and from the conference can be business expensed.  AWD will cover ALL other conference-related costs for its members, at this invitation-only business conference.  All black financial services wholesalers, national accounts, advanced markets personnel and leaders are AWD members by definition, and therefore invited.  Each keynote speaker, panel discussion, workshop, breakout session, and networking event during our conference is designed for one purpose…strengthening our members’ wholesaling craft.

The 6th Annual National Conference of the Association for Wholesaling Diversity

eventbrite.com

Launched
The AWD
Resume Database 
has launched!

Considering financial services wholesaling as a career?  Post your resume on the AWD Resume Database.  The Association for Wholesaling Diversity focuses squarely on helping financial services firms in the wholesale distribution arena find the best diverse talent on the street.  AWD is a 501c3 nonprofit and does not charge for its services.  Students, wholesalers, professionals considering a move into financial services wholesaling...post your resume today!  #DiversityInWholesaling  #ResumeSearch #Resume #FinancialServices  #Wholesaling  #JobSeekers  #Jobs #AssociationForWholesalingDiversity  #ZeroBlackUnemployment

Resume Upload

diversityinwholesaling.org

Recent
Wholesaler of the Year
Award Winners

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Gordon Henderson

EW of the Year

Equitable

Inv Management

(4th Year in a Row) 

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Ron WIlliams

EW of the Year

Securian Financial

Annuities

(2nd Year in a Row) 

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Michael Jordan

EW of the Year

Brighthouse

Annuities 

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Rickie Taylor

#1 in Sales

Retirement Plan Consultants

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Sizwe Kamara

EW of the Year

Morgan Stanley Investment Management 

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Lawrence Cooper

IW of the Year

Equitable

Individual Retirement 

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Charles Baker III

EW of the Year

New York Life

Annuities 

Thank
you!

The Association for Wholesaling Diversity #thanks the many #FinancialServicesIndustry firms who have supported our mission, #DiversityInWholesaling, by posting wholesaling job openings to our job board. Ronnie Jackson, CFA®, Travis Walker, Surene Clark, CRPC®, Joyce Bond, John Callender, David Henry, MBA, Brennen Hashem, Brandyn Lee, James Clark, CFP®, Allen Carr, Robert Nixon, MBA, CFP®, CLU®, EA, Nathaniel Poole, Tony Perrin AIF®, CRPS®, Pamela Knight, Christopher Barnes, Daniel Yifru, CFP®, Kyle Lawrence, CFP®, Gavin Lewis, Roland King, Christopher Driggers, ERNIE GORDON, MBA, CIMA, Ira Cox, Lindsey E Crumlin, III, Quinlan H. Riser, CLU®, ChFC®, James Scott, Briana Norton, David Barksdale, MBA, Autumn Stewart, Robert Gustavis II, RICP®, CRPC®, Conor Mayers, Bailey Webster, Chermaine Fullinck, Moulaye Niang, Mondrell M., T. Ian Anuszkiewicz, MBA, C. Vernon Mason, Jr., Al Kabia, Fitz Robertson, Stanley Andre Jr., Darius C. Tandy CRPC®, BFA™, Isaiah Washington, Candice Darien, MSM, CLTC, Joshua Ford, CLTC, Terrance Duke, Auston Garrett, CLTC®, Dante Farris, MBA, ChFC®, CLU®, Brett Carmichael, MBA, CWS®, Mai Skyles, MBA, Brian Marsh, CLTC, Cameron Allen, Dave Blamo, CLTC®, Eric Stevenson, Mual "Mike" Medhane, Bryan Cook, AIF, ChFC, Karen Heath-Wade, Demontae Foots, Julian Heyward, Colin Walker, Chioma Enworom, Anthony M. Johnson, Dominique Washington, Marvin Etienne, CFP®, CIMA®, Khari Smith, Ryan Lancaster, CFP®, Donovan C., Teddy Moran, Lope Adelakun, Bill Graiser, CAIA, CIMA®, Joseph Level III, Lazarus Goosby, Omar Holmes, AIF®,Ray Torres, Lam Guluka, Howard Crockett III CMFC, CLTC, CFEI, and Charles T. Baker III see you in DC (June 16 through 19, 2022)!!! #AssociationForWholesalingDiversity • #StrongerTogether • #DEIB • #ZeroBlackUnemployment

Authors & Excellence


 Michael Jordan, CFP®, CIMA® • Mojo Momentum: Creating Motivation for Work, Life & Your Future in a World of Obstacles (https://lnkd.in/ek-2acCr)

Kimberley A. Brown, MBA • College Planning Made Simple: 5 Steps to a Debt Free Degree (https://lnkd.in/eR73nz-t)

Marlōn Hall, CFS® • Speak on Purpose: Deliver Your Message Precisely & Effectively, A Primer on Sales Communication (https://lnkd.in/eKQp-RNa)

Podcasters: Chad Wickliffe • I Woke Up This Morning and I Am Still Black! (https://lnkd.in/eAYrff-r) Michael Jordan, CFP®, CIMA®

The Whole Grown Up (https://lnkd.in/e_hjn-Qt) Simon Ofosu-Somuah • The Tuesday Borns’ Thoughts (https://lnkd.in/e5d48CSg)

Wholesalers of the Year: Andre Dowtin, Gordon Henderson, CRPC®, Ronald Williams, ChFC®, Jonathan Thomas, ChFC®, CLTC, Ira Cox, Michael Jordan, CFP®, CIMA®, Sizwe K., Rickie Taylor, Charles T. Baker III, Lawrence Cooper, CRPC®

Association of African-American Financial Advisors Fifty Under 50: Antonio Bass, CFA, Jeremy A. Miller, CFA, Lam Guluka, Rickie Taylor, Barrett D. Wragg, CFP®, Armand Leaks, Marlōn Hall, CFS®

Bylined White Paper, Article: Orian Williams, JD, LL.M, CFP® • The Many Uses of Advisory Annuities for Fiduciary Financial Professionals (https://lnkd.in/efd23Bnn)

Marlōn Hall, CFS® • How To Ensure You’re Ignored By Clients (https://lnkd.in/eVbDXS8)

Multiple Wholesaling Awards: Monique' West, MBA, Keon Scott, Detrionne Davis, Simon Ofosu-Somuah, Ronald Williams, ChFC®, Marlōn Hall, CFS®, Ira Cox, Candice Darien, MSM, CLTC

Thank you #AssociationForWholesalingDiversity Members for #LeadingTheWay, consistently demonstrating #excellence, and #GivingBack to the #NextGeneration of black wholesalers by #volunteering your time and #expertise. See you all in DC (June 16 through June 19, 2022)!!! #DiversityInWholesaling • #ZeroBlackUnemployment • #MakingBlackHistory • #BlackExcellence • #Leadership • #AwardWinners
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AWD Founder Marlōn Hall speaks on 

the Lorain County Urban League's September 2021 D&I Conference Panel on

Financial Wellness in the Black Community.

1:16:48 - 1:27:11 - 1:45:20 - 2:00:15 - 2:02:37 - 2:25:16 - 2:30:40 - 2:36:26 - 2:41:02

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AWD Founder Marlōn Hall speaks on 

the AAAA 2021 V.I.S.I.O.N. Conference Panel on Financial Wellness in the Black Community.

9:30 - 20:56 - 32:11 - 37:05 - 48:58 - 54:03 - 57:26