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Steve Jarrett brought significant law enforcement experience when he joined Westfield in 1999. He is a 22-year veteran of the Tampa Police Department.          

He earned an MBA from Saint Leo University. He holds the FCLA (Fraud Claims Law Associate) designation from the American Educational Institute and the CIFI (Certified Insurance Fraud Investigator) designation from the International Association of Special Investigation Units.

Each state was rated on a number of factors in five categories, including affordability, overall well-being, quality and cost of healthcare, weather and crime.

Crafting and administering an effective RIA compliance policy is hard but essential for firms that seek to avoid fines and reputational damage.

Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.

Debate still rages over his legacy. But there's no doubt about how much O'Neal overcame on his way to becoming the first Black Wall Street CEO.

LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.

Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.

She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.

Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.