Five advisers from underrepresented groups have been selected to receive more than $50,000 in scholarships from advisor coach Stephanie Bogan.
The recipients of the “I Am Limitless” diversity scholarships are Rosario Chacón of Wealth-Source Financial; Jessie Lee Washington of Eagle Strategies; Nicole Middleton Holloway of Strategy Squad; Danna Jacobs of Legacy Care Wealth; and Timothy P. Pope of Cetera Investors.
The scholarship recipients will be able to take part in the programs offered by Bogan and her firm, Limitless Advisor Coaching, based in Park City, Utah.
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Median return for institutions managing a combined $1.4T revealed.
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