individual Awards

These Diversity & Inclusion Awards illustrate that diverse individuals can and do succeed in the financial advice business and their stories are meant to inspire others.

Our Lifetime Achievement winner has demonstrated outstanding leadership for decades. Each of our See It, Be It Role Models have at least 10 years of experience in the industry. Rising Stars have fewer than 10 years in the business, however, they show excellent promise to be an industry leader for many years into the future.

See it, Be it Role Model

Tony Barrett

Managing Director, Delaware Valley Complex Raymond James & Associates Philadelphia

After being in the profession for 24 years, Tony Barrett saw how the financial advice industry had changed but the difficulties of building a practice, especially for young African-American advisers, had not. So, along with two colleagues, he co-founded an informal networking group at Raymond James in 2013 to provide encouragement to other black financial advisers and to help attract diverse next-generation advisers.

Less than two years later, that group became the Black Financial Advisors Network and gained the full backing of Raymond James' leadership. Mr. Barrett, who manages about 80 advisers across 13 locations in the greater Philadelphia, Penn., area, is now the network's leader and organizes an annual conference for BFAN members.

This year, BFAN invited local alumni from INROADS, a nonprofit organization that develops minority youth for corporate and community leadership, to join the national conference. The students received an introduction to the business and networking opportunities with BFAN members and Raymond James leaders.

"There just isn't enough diversity in the industry, even if we spent all day, every day stealing all the diverse talent from the competition, there just isn't enough out there," Mr. Barrett said. "We have to recruit at the younger levels and show them they have a place in the investment business."

Mr. Barrett's colleagues call him a humble and effective leader. He clearly is also a successful role model.

— Kathy J. Mills

Lifetime Achievement

Rising Stars

See it, Be it Role Models

Outstanding Practices

Diversity Champions


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