Sibyl Steverson Slade, CRPC®, EDFP, Certified WOSB

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

  • IntegriVest Wealth Advisors, LLC. Graphic

    IntegriVest Wealth Advisors, LLC.

    Atlanta Metropolitan Area

  • -

    United States

  • -

    United States

  • -

    Atlanta Metropolitan Area

  • -

    5909 Peachtree Dunwoody Rd, Building D, Suite 990, Atlanta, GA

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    Atlanta, Georgia

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Education

Licenses & Certifications

Volunteer Experience

  • Investopedia Graphic

    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.

  • Access to Capital for Entrepreneurs, Inc. (ACE) Graphic

    Vice Chair Board of Directors

    Access to Capital for Entrepreneurs, Inc. (ACE)

    - Present 13 years

    Economic Empowerment

  • 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.

  • Access to Capital for Entrepreneurs, Inc. (ACE) Graphic

    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.

  • The One Million Dreams Foundation For Black Women & Girls inc Graphic

    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.

  • Osaic Graphic

    Foundation Committee Member

    Osaic

    - Present 1 year

    Economic Empowerment

  • Osaic Graphic

    Mentor

    Osaic

    - Present 10 months

    Economic Empowerment

    Osaic Foundation Pathways to Financial Literacy

  • Females and Finance - An Organization for Women AND Men! Graphic

    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.

  • Georgia State University - J. Mack Robinson College of Business Graphic

    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.

  • 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

Courses

  • Annuities and Asset Allocation

    CE

  • Behavioral Finance

    CE

  • Contemporary Insurance Topics

    CE

  • Ethics

    CE

  • Life Insurance

    CE

  • Reg Best Interest

    CE

  • Social Security - A Choice of A Lifetime

    CE

  • Variable Annuities, Fixed Annuities, and Living Benefits

    CE

  • Variable, Indexed, and Fixed Annuities

    CE

Projects

  • 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.

    See project
  • The Enduring Challenge of Concentrated Poverty in America

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    Case Studies from Communities Across the US

    Other creators
    See project

Honors & Awards

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Advisor Group Women Forward Visionary 2022

    Advisor Group

  • 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.

  • 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.

  • 2019 Nominee of Ladenburg Institute for Women in Finance

    Ladenburg Thalmann

  • Circle of Champions

    Waddell & Reed, Inc.

  • Pacesetter

    Waddell & Reed, Inc.

  • 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.

  • Congressional Recognition - GA 4th District

    Congressman Hank Johnson, Georgia 4th Congressional District

    Recognized for addressing unnecessary foreclosures during the housing crisis.

  • Congressional Recognition - GA 5th District

    Congressman David Scott, Georgia 5th Congressional District

    Recognized for addressing unnecessary foreclosures during the housing crisis.

  • Congressional Recognition - GA 6th District

    Congressman John Lewis, Georgia 6th Congressional District

    Recognized for addressing unnecessary foreclosures during the housing crisis.

Organizations

  • Nasdaq Entrepreneurial Center

    Milestone Circle Alum

    - Present

    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…

    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.

  • National Coalition of 100 Black Women, NW GA Chapter

    Founding Member and Founding 1st Vice President

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