In 2019, when Jason Ray was in the middle of a successful career in finance, he came to realize just how rare he was. As a Black financial advisor, Ray made up only five percent of the sector . Not only that, most of his clients were older White retirees or large institutions … also usually run by White people.

Ray grew up in Detroit, before moving out East to study and play football at Princeton. After college, he landed a job at Radnor-based Lincoln Financial Group and decided to move to Philly because the city felt like it was bustling with young professionals. (This was 2014 when a Millennial boom helped rejuvenate Philly. ) Surely, Ray thought, in a city as diverse as Philly, wealth management would be more diverse as well? He loved seeing the impact his work could have on his cl

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