How A Merrill Advisor Manages $300 Million For First Generation Black Wealth Creators
When Nedra Agnew was working in the U.S. foreign service, her trajectory seemed clear: she was on a path that could one day have led to an ambassadorship. Then, in the early 2000s, her partner at the time was a financial advisor and was looking for a trainee with a CFP to join his team. … Read more