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Increasing DEI&B in Financial Services

Increasing Financial Services Diversity, Equity, Inclusion and Belonging through Intentional, Actionable and Measurable Solutions

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mission

Our Mission

To increase racial diversity, drive greater equity, and foster inclusion and belonging within the financial services industry and communities that it serves.

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who we serve

Who We Serve

Do you represent a financial services company or institution and want to learn more about our services and how to become a change agent?

From their research, Nationwide identified actionable solutions to increase the number of Black advisors and financial professionals in the financial services industry.

1 Research for Action (2019) “Nationwide Potential Advisors: HBCU Student Perceptions of the Field of Financial Planning and Factors that Influence Student Career Choice”

HBCU Students

We provide internship, mentorship, and scholarship opportunities along with professional tips to empower HBCU Students in their professional journey.
Financial Professionals

For financial professionals, we offer DEI industry insights, training in practice management and leadership development, and guidance on to navigate the financial services industry.
HBCUs

We present firm-hosted webinar sessions, career development workshops, financial wellness seminars, and information on financial services scholarship opportunities, all curated to enhance educational experiences and provide robust financial education.
Member Firms

FARE Member Firms will have the unique opportunity to connect with our students and financial professionals, through developmental opportunities such as internships, webinars and thought leadership. 
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FARE
Members

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Firm Members
Industry Associations
HBCU Members
Firm Members
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Industry Associations
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HBCU members
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team

Student Ambassadors

The Financial Alliance for Racial Equity (FARE) proudly introduces our 2024 student ambassadors. These exceptional students have been selected to represent FARE across their respective campuses, promoting our mission and initiatives.

Students

Malaysia Jones

Virginia Union University

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Jasmine Pierce

Virginia State University

Imani Washington

Delaware State University

Aniaba Jean-Baptiste N'guessan Jones

Morehouse College

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Our Awards and Recognition

Finalist for the Think Advisor’s Luminaries Awards
2024

Recipient of the Wealth Management Industry Award
2024

Finalist for
“Wealthies” Award
2024

Finalist for
Investment News
Diversity Champion
Award
2023

Winner of the
Investment News
Diversity Champion Award
2021 & 2022

Finalist for
MMI/ Barron’s Industry
Awards (“Doing
Good” category)
2022

Winner of the Wealth
Management Diversity
Equity & Inclusion
Award
2021

Honoree for
Think Advisor
“Luminaries” Award
2021

Finalist for
“Luminaries” Award
2021, 2022 & 2023

team

Team

FARE is currently made up of financial services firms, industry associations, and Historically Black Colleges and Universities (HBCUs). Nicole, as the Head of Operations, and Morgan, as the Project Manager, play key roles in driving FARE’s initiatives forward.

The FARE Board of Directors ensures effective strategic planning, financial management, and organizational effectiveness through strong governance.

Staff

Nicole Ridley

Executive Director
Financial Alliance for
Racial Equity

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Morgan Williams

Project Manager
Financial Alliance for
Racial Equity

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Board of Directors

Kristi Rodriguez

Founder, Board President
Financial Alliance for Racial Equity

SVP
Nationwide Retirement Institute

Aiyisha Adams

VP of Advisor Engagement
Osaic

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Shani Armon

Chief Membership  &  Marketing Officer
Insured Retirement Institute (IRI)

Rhonda Burns

Associate Vice President – Diversity, Equity, and Inclusion
Nationwide

Regina Curry

Chief Diversity Officer
Franklin Templeton

Donald Ellenberger

Senior Vice President, Head of Multi-Sector Strategies
Federated Hermes

Clarence Knox

President & Advanced Planning Consultant
ASK Solutions 

Shareen Luze

Head, Culture and Field Experience
RBC Wealth Management

Kizmet Moore

Assistant VP of Diversity, Equity, and Inclusion
NFP, An AON Company

news

Recent News

To increase racial diversity, drive greater equity, and foster inclusion and belonging within the financial services industry and communities that it serves.

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  • Past Webinars, Resources

Finance Across Generations: Wealth & Legacy Building

  • News, Press Releases

An Under-Explored World for Creatives: A Marketing Career in Financial Services

  • Press Releases

Advancing Racial Equity in Financial Services with Nicole Ridley

Events

Join us at HBCU Live and participate in our webinars and workshops to advance diversity in the financial sector.

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Webinar: Finance Across Generations

November 5, 2024

HBCU Live Event

September 18, 2024

Would you like to become a member?

Do you represent a financial services company or industry leading organizations and want to become a change agent and want to learn more about our services? Let’s connect!

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