Journey: The Financial Advisor Experience

S1E6 The Journey of Shardea Ages

When you visit the Collective Wealth Partners website their vision is bold and purposeful, “ a wealth management firm dedicated to supporting the creation of wealth for Black and other resilient communities 
When you meet Shardea Ages she exudes those same qualities.  She graduated from Florida A&M University and started her career in finance during the “Great Recession” of 2008.  Financial services have few persons of color and few women.  Finding a woman of color, business owner, and CFP is almost unheard of.  
After years of assimilating at big banks and insurance companies, Shardea discovered that her expertise was needed by someone who looked and sounded just like her.  
Her determination was necessary from the beginning.  Her path was long and winding.  Others would have given up but this Detroit native persevered.  In the end and along with two partners (also women of color), she founded her firm in 2021.  
Now residing in Atlanta, Georgia her firm assists African American families with wealth management, insurance needs, retirement planning, and more.  We learned that being true to your authentic self is so important in finding success, fulfillment, and joy in your career. 
Join us as we follow the journey of Shardea Ages, CFP on Journey: The Financial Advisor Experience. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear and learn from our wonderful special guest, Shardea Ages. 
#thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling#eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion

S1E5 The Journey of Alexandra Stewart

Alexandra Stewart is a younger advisor wise beyond her years. In less than 10 years this Harford County native graduated from Towson University with a finance degree, completed an internship, joined a registered investment advisor (Buttonwood Financial Advisors), become an advisor, passed the CFP exam, and now is the acting president of the Financial Planning Association of Maryland. 
She’s unafraid of failure and because of that, she’s been a huge success for her.  She knows that there are few female advisors in the industry and fewer Certified Financial Planners.  That’s not slowing her down.  She is smart, thoughtful, insightful, and represents the future of financial services.  Thank goodness!
Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear and learn from our wonderful special guest, Alexandra Stewart
Follow us on all major streaming platforms or on YouTube here:
https://youtu.be/q2iWPXN5klg
#thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling#eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion

S1E4 The Journey of Brooklyn Brock

An advisor for advisors.  Sounds unusual and redundant, but this third-generation financial advisor seems to have this market cornered.  Brooklyn Brock has cornered many things.  She holds several industry certifications including her CFP, CKA and ChFC, makes guest appearances on many social media platforms, offers her time to speak at symposiums, and authors a sensational blog. 
She founded Ellevate Advisors, with the understanding that sometimes financial advisors don’t take time to plan for themselves.  On top of financial planning, Brooklyn is an exit coach helping advisors transfer ownership (of their practices), acquire new practices, and continuity planning. 
She’s part of a paradigm shift that’s more thoughtful, caring, and inclusive.  Met with resistance, she is trailblazing a new way of servicing her clients.  Need help with a retirement speech, call Brooklyn.  Have you considered selling your home to travel abroad?  She has!   
Please tune in to Journey: The Financial Advisor Experience with our wonderful special guest, Brooklyn Brock. 
Follow us on all major streaming platforms or on YouTube here: https://youtu.be/8myHVF6qdF4
#thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion

S1 E3 The Journey of Grier Rubeling

A few months ago, Grier Rubeling posted on LinkedIn a message that voiced her frustration over the persistent negative stigmas that working women continue to endure.  It was jarring, raw, and so true.  She talked about gaps in gender expectations, responsibilities, dress, and pay, but the overarching issue was attitude.  Male attitudes toward women.  From passive-aggressive behaviors to downright disrespectful comments, she seemed flabbergasted that in 2022 the financial services industry had not been involved.  This industry, so full of men, still hadn’t figured out how to foster and include women.
On our podcast Journey: The Financial Advisor Experience you’ll hear her determination to change the stigma of women and the behavior of men.  She’s not holding back but let me digress.
I met Grier Rubeling during the financial crisis of 2008.  She was new to the financial services industry.  She worked as a client service associate in Baltimore for first Smith Barney and then UBS.  She would eventually find her expertise in helping financial advisors transition assets from one firm to another.  That sentence seems simple, but this operation is enormous and very detailed.  Mistakes during this transition can lead to compliance and legal headaches for both the advisor and the firm involved.  Grier became the Baltimore UBS branch transition consultant but had a larger goal.  Following her entrepreneurial spirit, she founded Advisor Transition Services in 2018.
Now she is a leader, mentor, business owner, mother of two, wife and so much more.  I’ll let Grier speak for herself.  Please join Journey: The Financial Advisor Experience/ The Grier Rubeling Story.
#thejourney #thefinancialadvisorexperience #garlandscott #eddudley 
#financialadvisors #stockmarket #stories #storytelling 
#IamtheBRIChampion

S1E2 The Journey of Jean Archary

Jean Archary of Money Messages is a mother, author, teacher, and master motivator.   She’s created an enterprise in helping others find peace of mind and comfort around a sometimes-intimidating topic:  Money. Using her Education in child psychology along with her personal experiences, Jean is now a Certified Financial Planner and a Certified Workplace Coach in South Africa. A teacher of financial literacy, she is vital in helping her clients manage the emotions associated with personal finance.  She even wrote a book about it.
Mrs. Spiggles, a flying piggy bank, was authored to share important money messages with children, regardless of their financial upbringing and background.  She hopes the book will “equip our children with the habits, skills, and knowledge required to better manage their finances…”
Join Garland & ED to hear the Journey of Jean Archary. You can watch via YouTube here: https://youtu.be/LgBf1Wf5aVc
#thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion

S1E1 The Journey of Garry Bridgeman

Garry Bridgeman may not call himself a pioneer.  Those that have tried to follow in his enormous footsteps may beg to differ.
For 40-plus years Garry was first or among the first.
-He was Mississippi's first African American to be employed by a major broker-dealer
-He was Merrill Lynch's Top African American Financial Advisor
-He was named to Barron's Top 1000 Advisors for 3 consecutive years
-He served as the President of the Board of Directors for the Investment & Wealth Institute
Garry has served on numerous non-profit boards including the University of Georgia Foundation. 
Starting his career in 1979 in Mississippi, his personal and professional achievements are simply...incredible. 
Join ED Dudley and Garland Scott to hear THE JOURNEY of Garry Bridgeman.
#thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion

The Financial Advisor Experience - Pilot Excerpt

Join Garland and ED as they start this journey sharing the experiences and stories of financial advisors not only in the United States but across the globe.
In their initial show, Garland and ED discuss how they got into the industry, how they met, and the genesis of this series.
Stay tuned for the full episode.
Buckle up as this is guaranteed to be an informative and interesting show.