Association for Wholesaling Diversity News

2021
Wholesaler of the Year
Award Winners

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!

Barrett Wragg, CFP
T. Rowe Price

Rickie Taylor
Retirement Plan Consultants

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Armand Leaks
T. Rowe Price

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David Fields
Financial Marketing Group, Inc.
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Marlōn Hall
Association for Wholesaling Diversity

Congratulations to the AWD Members shown above for earning recognition in
AAAA 2020 Fifty Under 50.

Joseph Edmonds
T. Rowe Price

Eric Seale
T. Rowe Price

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Armand Leaks
T. Rowe Price

Rickie Taylor
Retirement Plan Consultants

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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 

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

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

Authors & Excellence

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Rickie Taylor

#1 in Sales

Retirement Plan Consultants

DCIO

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Sizwe Kamara

EW of the Year

Morgan Stanley Investment Management

Inv Management 

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Lawrence Cooper

IW of the Year

Equitable

DCIO 


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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Charles Baker III

EW of the Year

New York Life

Annuities 

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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

Congratulations

AWD Founder Marlōn Hall

on raising $1,000,000,000 in annuity sales

as an external wholesaler!