Sibyl Steverson Slade, CRPC®, EDFP, Certified WOSB
Atlanta, Georgia, United States
4K followers
500+ connections
About
I lend over 3 decades of experience in the financial industry to focus on first…
Services
Articles by Sibyl
Experience
Education
Licenses & Certifications
Volunteer Experience
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Advisor Council
Investopedia
- Present 5 months
Economic Empowerment
An editorially-selected group of independent U.S.-based financial advisors who showcase a commitment to making financial education more accessible for all, and are dedicated to empowering fellow advisors, their clients, and Investopedia readers.
These founding 25 Advisor Council members applied to this program, and are paid Investopedia contributors sharing their expertise by writing articles and contributing to other editorial initiatives on an as-needed basis to further our joint…An editorially-selected group of independent U.S.-based financial advisors who showcase a commitment to making financial education more accessible for all, and are dedicated to empowering fellow advisors, their clients, and Investopedia readers.
These founding 25 Advisor Council members applied to this program, and are paid Investopedia contributors sharing their expertise by writing articles and contributing to other editorial initiatives on an as-needed basis to further our joint financial literacy missions. -
Vice Chair Board of Directors
Access to Capital for Entrepreneurs, Inc. (ACE)
- Present 13 years
Economic Empowerment
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Co-Founder
ATL Small Business Mastermind Forum
- Present 4 years 9 months
Economic Empowerment
The ATL Small Business Mastermind Forum is a collective integrated network of small business service providers to assist small business owners with the critical components needed to optimize their time, talents, and resources as they grow and scale their businesses. Our network of experts provide bookkeeping and accounting services, business consulting, HR consulting, government procurement, deferred compensation plans, risk mitigation & insurance, lending, marketing, and continuity &…
The ATL Small Business Mastermind Forum is a collective integrated network of small business service providers to assist small business owners with the critical components needed to optimize their time, talents, and resources as they grow and scale their businesses. Our network of experts provide bookkeeping and accounting services, business consulting, HR consulting, government procurement, deferred compensation plans, risk mitigation & insurance, lending, marketing, and continuity & succession planning.
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Women's Business Center Advisory Board
Access to Capital for Entrepreneurs, Inc. (ACE)
- Present 6 years
Economic Empowerment
Provide feedback on the programs and services offered by the SBA sponsored women's business center.
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Advisory Board Member
The One Million Dreams Foundation For Black Women & Girls inc
- Present 2 years 8 months
Economic Empowerment
The One Million Dreams Foundation For Black Women & Girls provides training through programs specifically curated for business owners to help them establish a succession plan that enables them to collaborate with corporate and government entities, municipalities and prime suppliers.
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Mentor
Osaic
- Present 10 months
Economic Empowerment
Osaic Foundation Pathways to Financial Literacy
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Member of Advisory Board
Females and Finance - An Organization for Women AND Men!
- 1 year 2 months
As a member of the advisory board, we are a trusted advisor in a CEO-Board partnership for direction and implementation of long-term membership initiatives, evaluating the impact of the organization's mission, providing direction on monetization needs and organizational values, acting as an ambassador, ensuring Females and Finance's commitment to a diverse board and staff that reflects the communities Females and Finance services. The Advisory Board will support the work of Females and Finance…
As a member of the advisory board, we are a trusted advisor in a CEO-Board partnership for direction and implementation of long-term membership initiatives, evaluating the impact of the organization's mission, providing direction on monetization needs and organizational values, acting as an ambassador, ensuring Females and Finance's commitment to a diverse board and staff that reflects the communities Females and Finance services. The Advisory Board will support the work of Females and Finance and provide mission-based leadership and strategic governance.
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Mentor
Georgia State University - J. Mack Robinson College of Business
- 1 year
Education
Graduate student mentor for participants interested in the banking and financial services industry.
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Founder/Mentor
First Gen Femmes
- 1 year
Economic Empowerment
First Gen Femmes is a cross collaborative mentoring program for Millennial and Gen Edger females who are first generation college graduates, professionals, or entrepreneurs. The goal of the program is to provide mentoring, coaching, and connections to young women professionals of color and certain economic status to navigate the many barriers they face in the corporate environment. The soft skills provided help these young women to accelerate their professional growth and career paths.
Publications
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I Can't Sit Down: My Journey was Too Expensive
Amazon Publishing
An inspiring anthology highlighting women of color who established themselves as leaders in their profession and their community while navigating the vicissitudes of life.
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Out of Sight, Out of Mind!
Thrive Global
Mindless spending as a result of the use of technology.
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One Year Later: The Ones Who Prospered
Insurancenews.net
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LifePlan Financial Advisors' Sibyl Slade makes Black history in Business
Rolling Out
In honor of Black History Month, Rolling Out will highlight minority businesswomen who are doing their part in making Black history.
Other authors -
Financial Advisors: Understand COVID-19 Relief Bill
U.S. News & World Report
Many financial advisors say that small business owners will benefit from the coronavirus relief package.
Other authors -
It Ain't Cute But It's Real
Dorrance Publishing
IACBIR is a glorious collaboration of experiences....treasured moments of acceptance, love, loss, and hope.
Other authorsSee publication -
The Enduring Challenge of Concentrated Poverty in America
The Brookings Institute
Courses
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Annuities and Asset Allocation
CE
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Behavioral Finance
CE
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Contemporary Insurance Topics
CE
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Ethics
CE
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Life Insurance
CE
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Reg Best Interest
CE
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Social Security - A Choice of A Lifetime
CE
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Variable Annuities, Fixed Annuities, and Living Benefits
CE
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Variable, Indexed, and Fixed Annuities
CE
Projects
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Consumer Financial Protection Bureau Money Circles Pilot Focus Group
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The Money Circle Toolkit is a new financial education tool that helps people understand how family and friends influence their financial decisions. It features three interactive exercises for educators to use to begin client conversations that help people stay on track for their financial goals. Based on empirical research on families and money, human-centered design, and extensive user testing with educators, the Money Circle Toolkit contributes an important new tool to the evidence-based…
The Money Circle Toolkit is a new financial education tool that helps people understand how family and friends influence their financial decisions. It features three interactive exercises for educators to use to begin client conversations that help people stay on track for their financial goals. Based on empirical research on families and money, human-centered design, and extensive user testing with educators, the Money Circle Toolkit contributes an important new tool to the evidence-based practice of financial education.
Honors & Awards
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2024 InvestmentNews Commonwealth Financial Network Award for Excellence in Philanthropy and Community Service
Investment News
Presented by InvestmentNews, the 2024 Excellence in Philanthropy and Community Service Award honors an advisor or advisory team for their exceptional dedication of time, leadership, and financial support. This recognition goes beyond the normative expectations, creating significant impacts in causes or communities they support. Self-nominations are encouraged. Criteria for judging include: Engagement in major philanthropic and community service programs aligning with corporate goals and…
Presented by InvestmentNews, the 2024 Excellence in Philanthropy and Community Service Award honors an advisor or advisory team for their exceptional dedication of time, leadership, and financial support. This recognition goes beyond the normative expectations, creating significant impacts in causes or communities they support. Self-nominations are encouraged. Criteria for judging include: Engagement in major philanthropic and community service programs aligning with corporate goals and strategies such as company culture and employee engagement, Impact on local, national, or international causes and communities, Overall commitment to philanthropy and community service, Testimonials from beneficiaries or partners. No application fee was required for this award. Third-party rankings and recognitions are no guarantee of future investment success and are not representative of all client experiences.
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Atlanta's Top 100 Women of Influence
Atlanta Business League
Since 1994, the Atlanta Business League (ABL) has published its list of “Atlanta’s Top 100 Black Women of Influence.” The list reflects the names of black women in the metro Atlanta community who have reached senior level positions within their profession; are leading entrepreneurs in their industry or have attained the ability to influence large public bodies politically and in government. In addition to professional accomplishments, the “100 Black Women of Influence” have demonstrated their…
Since 1994, the Atlanta Business League (ABL) has published its list of “Atlanta’s Top 100 Black Women of Influence.” The list reflects the names of black women in the metro Atlanta community who have reached senior level positions within their profession; are leading entrepreneurs in their industry or have attained the ability to influence large public bodies politically and in government. In addition to professional accomplishments, the “100 Black Women of Influence” have demonstrated their commitment to the citizens of metro Atlanta by maintaining significant involvement and participation in community and civic activities.
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Investopedia Standout Women Financial Advisors 2023
Investopedia
Beyond the women in the Top 10, the Investopedia 100 Top Financial Advisors program features numerous other remarkable women with diverse clientele. They are shaping the future of the financial advising industry through innovative investing practices, inclusive programs, and accessible advice.
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Investopedia Top 100 Financial Advisors 2023
Investopedia
Investopedia's data science and editorial teams identify the top 100 independent financial advisors who demonstrate the most significant influence across digital publishing and social platforms, and who share insights that contribute to critical conversations about financial education and investing. The annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following areas:
Reach: Defined as digital presence across their own…Investopedia's data science and editorial teams identify the top 100 independent financial advisors who demonstrate the most significant influence across digital publishing and social platforms, and who share insights that contribute to critical conversations about financial education and investing. The annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following areas:
Reach: Defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts
Community support: Measured through peer nominations by industry professionals outside of their own firms
Commitment to financial literacy: Measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
Applications are checked for accuracy and quality, and final scores are tabulated according to weights designated for each of the criteria above by our data science team. Investopedia receives no compensation from placing advisors on our list, nor does an advisor's appearance on our list constitute an individual endorsement by Investopedia of such advisor.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. -
Atlanta's Top 100 Women of Influence 2022
Atlanta Business League
Since 1994, the Atlanta Business League (ABL) has published its list of “Atlanta’s Top 100 Black Women of Influence.” The list reflects the names of black women in the metro Atlanta community who have reached senior level positions within their profession; are leading entrepreneurs in their industry or have attained the ability to influence large public bodies politically and in government. In addition to professional accomplishments, the “100 Black Women of Influence” have demonstrated their…
Since 1994, the Atlanta Business League (ABL) has published its list of “Atlanta’s Top 100 Black Women of Influence.” The list reflects the names of black women in the metro Atlanta community who have reached senior level positions within their profession; are leading entrepreneurs in their industry or have attained the ability to influence large public bodies politically and in government. In addition to professional accomplishments, the “100 Black Women of Influence” have demonstrated their commitment to the citizens of metro Atlanta by maintaining significant involvement and participation in community and civic activities.
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United For America X Luminary Fellow 2022
Unilever Global Company
The United For America X Luminary Fellowship Program is designed to help 250 diverse women-owned businesses across America impacted by COVID-19 recover, rebuild, and reimagine their future.
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Advisor Group Women Forward Visionary 2022
Advisor Group
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100 Women of Influence 2020
The Atlanta Business League
Since 1994, the Atlanta Business League (ABL) has published its list of “Atlanta’s Top 100 Black Women of Influence.” The list reflects the names of black women in the metro Atlanta community who have reached senior level positions within their profession; are leading entrepreneurs in their industry or have attained the ability to influence large public bodies politically and in government. In addition to professional accomplishments, the “100 Black Women of Influence” have demonstrated their…
Since 1994, the Atlanta Business League (ABL) has published its list of “Atlanta’s Top 100 Black Women of Influence.” The list reflects the names of black women in the metro Atlanta community who have reached senior level positions within their profession; are leading entrepreneurs in their industry or have attained the ability to influence large public bodies politically and in government. In addition to professional accomplishments, the “100 Black Women of Influence” have demonstrated their commitment to the citizens of metro Atlanta by maintaining significant involvement and participation in community and civic activities.
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Unilever United For America Luminary Fellow 2021
Unilever Global Company
The United For America X Luminary Fellowship Program is designed to help 250 diverse women-owned businesses across America impacted by COVID-19 recover, rebuild, and reimagine their future.
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2019 Nominee of Ladenburg Institute for Women in Finance
Ladenburg Thalmann
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Circle of Champions
Waddell & Reed, Inc.
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Pacesetter
Waddell & Reed, Inc.
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Awards are presented annually by Waddell & Reed and are based on sales activities.
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The 2015 Waddell & Reed pacesetter Award was awarded to new advisors at this Broker-Dealer who qualified based upon first year gross production numbers. It is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients.
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Congressional Recognition - GA 4th District
Congressman Hank Johnson, Georgia 4th Congressional District
Recognized for addressing unnecessary foreclosures during the housing crisis.
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Congressional Recognition - GA 5th District
Congressman David Scott, Georgia 5th Congressional District
Recognized for addressing unnecessary foreclosures during the housing crisis.
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Congressional Recognition - GA 6th District
Congressman John Lewis, Georgia 6th Congressional District
Recognized for addressing unnecessary foreclosures during the housing crisis.
Organizations
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Nasdaq Entrepreneurial Center
Milestone Circle Alum
- PresentMilestone Circles community provides a dedicated space to learn alongside like-minded women business owners across America who share your passion for building something greater than themselves. This free program is designed to help you accelerate your leadership and achieve significant strategic company growth in 12 weeks. Each 12-week program brings you together with a group of peers and entrepreneur-peer-mentor to help you prioritize a business milestone that: - Clarify and defines…
Milestone Circles community provides a dedicated space to learn alongside like-minded women business owners across America who share your passion for building something greater than themselves. This free program is designed to help you accelerate your leadership and achieve significant strategic company growth in 12 weeks. Each 12-week program brings you together with a group of peers and entrepreneur-peer-mentor to help you prioritize a business milestone that: - Clarify and defines critical growth goals (for yourself and your business) - Accelerates your company’s growth velocity - Increases and captures opportunity recognition - Strengthens strategic leadership and decision-making confidence This program is free for entrepreneurs and made possible thanks to the generous support of the Wells Fargo Foundation.
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National Coalition of 100 Black Women, NW GA Chapter
Founding Member and Founding 1st Vice President
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