Greater Steps Scholars的动态

Diversity is important at Edward Jones.

MLI is founded on the knowledge that our planet needs people to build a brighter future. ?? So, as changemakers we need to move people. We need to invite everyone to build a better, climate-safe future together. ?? How do we do this? In conversation with Groundswell Giving CEO Arielle Gamble, Our CEO Rathana Chea, speaks about some of the foundational principles of MLI's approach to changemaking. We are ever grateful to Groundswell Giving for their support, and for connecting MLI with like-minded people to walk alongside in this journey towards, a safer, better future. ?? #Philanthropy #Changemaking #ClimateChange

Transforming Communities and Building Wealth: Insights from Financial Leaders Simon Mekika and Jay Morla. Join us as we dive into a captivating discussion with Simon Mekika from Dallas and Jay Morla from New Jersey, both renowned financial professionals and community leaders. Discover their inspiring journey as successful immigrants, dedicated family men, and educators in this thought-provoking episode. #BuildingWealth #FinancialLeadership #CommunityEmpowerment #ImmigrantSuccess #FamilyValues #EducationMatters #FinancialPlanning #EmpoweringCommunities #FinancialSuccess #ProfessionalInsights

_Empowering Young People to Make a Positive Impact_ Encouraging young people to make a positive impact in their communities and the world at large can help them develop a sense of purpose, empathy, and social responsibility. Let's explore ways to empower them: 1. Volunteer Opportunities: - Provide opportunities for young people to engage in volunteer work, community service, or social activism. 2. Social-Emotional Learning: - Teach young people skills like empathy, self-awareness, and conflict resolution to help them navigate complex social issues. 3. Environmental Awareness: - Educate young people about environmental issues and encourage sustainable practices like recycling, conservation, and eco-friendly living. 4. Community Engagement: - Encourage young people to participate in local initiatives, advocacy campaigns, or political processes that align with their values. 5. Leadership Development: - Support young people in developing leadership skills, such as public speaking, problem-solving, and collaboration. By empowering young people to make a positive impact, we can help them become active global citizens, change-makers, and future leaders.

In a recent strategic move, Merrill Lynch has appointed Reginald Lillie II as the new leader for its Pasadena Central Valley Market. Reginald, a veteran with 18 years of industry experience, previously contributed to the success of a 200-advisor team in Houston. This transition marks a significant shift after the departure of Marcel TenBerge to RBC Wealth Management. Reginald's trajectory—from starting at Ameriprise Financial to leading at Merrill—exemplifies a strong path of professional growth and dedication. ?? ?? With $6.5 billion in assets under management and having been recognized in Forbes' next-gen best-in-state wealth advisors list, Reginald's diverse expertise is set to propel Merrill's growth in Southern California. His leadership style underscores the importance of leveraging comprehensive wealth management strategies to achieve client success. ?? How critical do you find leadership transitions like this in shaping the future of financial advisory firms? Have you experienced similar shifts that have significantly impacted your team or organization? ?#FinancialAdvisors ?#LeadershipDevelopment ?#MerrillLynch ?#WealthManagement ?#CareerGrowth

Embrace the lessons of your past, for they enrich the path to your future. Harness the wisdom gained and apply it purposefully as you navigate the journey ahead. Your history holds the key to unlocking greater potential; wield it wisely to shape a brighter tomorrow. #BostonCEOs #CEOGrowth #CapistranLeadership #ExpandingHumanExcellence #BostonVistage #BostonPeerGroups #BostonBusinessOwners #BostonLeadership #BostonExecutiveCoach #BostonCoaching #BostonTrustedAdvisors capistranleadership.com

The third of our shared leadership principles is Empowered True Wealth. We always act based upon principles of True Wealth. We are uncompromising when it comes to honoring, protecting, and enhancing the assets we value most—our collective Core, Experience, Contribution, and Financial Wealth. We feel empowered when we say “no” to even the very important because we know what is essential to us, as individuals, our families, our companies, and our clients. #sharedleadershipprinciples #empoweredwealth #truewealth #browerquadrant #enduringwealth

Estate Planning: A Key Component of Wealth Stewardship Understanding estate planning is crucial for young people who are committed to preserving family legacies and ensuring a smooth transition of wealth. Our Scholars group has been gathering for peer groups structured around @ TamarindLearning’s self-directed stewardship program. Here are just some of the topics we have been recently discussing: - Benefits of the Various Trust Structures - Roles of Beneficiary, Trustee, Grantor, and Trust Protector - Importance of Trust Situs and How Trust Terms Impact the Administration of Trusts Interested in being part of these in-depth conversations? Reach out to [email protected] to join the RisingGen Scholars program. #WealthStewardship #EstatePlanning #FamilyWealth #LeadershipDevelopment #LegacyPlanning #Wealth #Stewardship #Legacy #Leadership

Join L&L Holding Company, Bank of America, Terra & more at our South Florida Development & Capital Leadership Forum on October 9 in Miami. Don’t miss your chance to hear from the visionaries building and investing in one of the strongest markets in the U.S., and get critical insights on priorities for sustaining real estate and economic growth amidst rapid expansion.? ? Register today: <https://lnkd.in/eAgfVVpp> ? #RealEstate #CommercialRealEstate

Opportunities for young financial advisors don’t come easy. Early in their careers, they often struggle to find direction, build trust, and gain the knowledge they need to succeed. At Black Diamond, we’ve made it our mission to change that. Jeffrey Puglia, CFP?, AIF?, ChSNC?, founder of Black Diamond Financial Solutions, shares how mentorship and guidance can turn those early struggles into long-term success by offering a clear pathway, education, and the right support. ?? Watch the full video for insights on developing the next generation of financial leaders! #Mentorship #FinancialAdvisors #CareerGrowth #BlackDiamondFinancial