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SEEING IS BELIEVING

Jocelyn Wright is on a mission to dispel some of the myths around what being a financial adviser entails and believes this is the key to attracting more women and individuals from diverse backgrounds into the profession

“You can’t be what you can’t see,” is the opening gambit for Jocelyn Wright’s campaign to bring more women and ethnic minorities into the financial planning sector.

The 46-year-old Philadelphia native recalls she was “attracted and intrigued by money” from an early age and expected to go into banking after completing her undergraduate degree in business administration.

However, the sudden death of her paternal grandmother during her sophomore year at the University of Delaware kick-started her lifelong crusade to improve access to personal finance for women and African Americans.

“It was the first significant death I had experienced in my life and it was the fact she had a very small life insurance policy that really got me interested in personal finance,” she says.

“I started wondering, how could this have happened? Why didn’t we know better? Why didn’t we do better? It was at that point I started really looking to help other families, including my own, to try to avoid some of the mistakes and pitfalls of not knowing what we should be doing financially,” says Wright.

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