Welcome to the fifth episode of the Diversity in Action™ podcast! 

In this episode, we are joined by Schwab Advisor Services Directors, Leslie Tabor and Sherri Trombley. As first generation investors, they set out on a mission to spread awareness on the importance of investing and DEI in the Registered Investment Advisor Industry. Through programs and workshops conducted by Schwab, in partnership with the Charles Schwab Foundation, they’ve created a safe space for all people, of all ages, to learn and build connections. Let’s go!

Episode Highlights:

>> Becoming a first generation investor 

>> Teaching our children how to build their own wealth 

>> Making financial services accessible to everyone 

>> Strengthening Awareness in the RIA Industry 

>> Programs and Workshops promoting Inclusivity and Connections

>> Being intentional on bringing and promoting diversity 

>> DEI is a competency that firms need to invest in and build 

Episode Sponsor:

>>Charles Schwab Advisor Services: https://advisorservices.schwab.com/

“Attracting diverse talent that brings a range of perspectives, experiences, and backgrounds that reflect the people and the world around us is essential. The BLX Internship Program is an access point that provides an opportunity for meaningful experience for future financial professionals that will shape the future of the RIA industry.” Bernie Clark, Head of Schwab Advisor Services

Connect with Leslie:

>> Email: leslie.tabor@schwab.com 

>> LinkedIn: www.linkedin.com/in/leslietabor1 

>> Twitter: @lytabor

Connect with Sherri:

>> Email: sherri.trombley@schwab.com 

LinkedIn: www.linkedin.com/in/sherri-trombley-9b701864 

Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. 

It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! 

Diversity in Action™ is a project of BLX Internship - a program for aspiring Black and Latinx financial planners. Visit our website at blxinternship.org