S2 E2 The Journey Of Mario Payne Journey: The Financial Advisor Experience podcast

Journey: The Financial Advisor Experience »

8M ago 1:00:06

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Mario exudes enthusiasm and drive. He’s a self starter, savvy, and highly intelligent. He’s a veteran, serving in the U.S. Army as a financial sergeant to help his follow soldiers reach their financial goals.

He holds a degree in financial planning from the College of Financial Planning, a Bachelor of Arts in Business Administration from Tennessee State University and has his Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS) credentials. Less than 2% of all licensed African American financial advisors are a CFP®. His firm TOAMS Financial, is one of a select few SEC registered INVESTMENT ADVISORY FIRMS that is African American owned in the United States. Mario made history in February 2022. The company he co-owns, launched the first African American owned AI ETF on the New York Stock Exchange. The symbol is LETB. The goal of this fund is to limit investment losses while maximizing gains.

Mario has several board mandates, including serving as an Executive Board Member at Knots4Kids, a non-profit organization, and was also selected as the Financial Chairman of the Board of Trustees for Jacksonville Public Library, and a Tennessee State College of Business Alumni Board Member, among others.

We had a wonderful time listening to his stories of triumph as he powered through stigmas and racial stereotypes. This man is a winner.

Please join us as we follow the journey of Mario J. Payne on the next episode of Journey: The Financial Advisor Experience.

Tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling, and ED Dudley.

You can find our podcast wherever you listen to podcasts and on YouTube here https://youtu.be/Z_pwUugxP2s

If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley.

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17 episodes