Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional

News

We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association of African American Financial Advisors (AAAA) as a 2022 Top 50 Under 50 Financial Services Professional.

Association of African American Financial Advisors – AAAA is a non-profit membership organization for African American financial advisors and affiliated professionals. Each year, AAAA honors financial advisors based on their leadership in the industry and community, making this award especially important to Lemar and Traditions as they seek to grow their presence as a provider of wealth and legacy planning for families.

AAAA envisions a future where the Black community is financially savvy and provided with expert guidance to sustain generational wealth. Lemar is honored to be a recipient of this award given AAAA’s mission is closely aligned with that of Traditions Wealth & Legacy Planning goal as it pertains to the African American and broader community.

Latest Posts:

Create a Plan for Death and Taxes

Create a Plan for Death and Taxes

I recently talked about the importance of Tax Planning on The Daily Flash, a nationally syndicated morning TV show (See below to watch the segment). I touched on the two guarantees in life DEATH and TAXES! We can never avoid these events, but we can certainly do our...

A Family Enterprise Approach to Generational Wealth

A Family Enterprise Approach to Generational Wealth

The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research: *70% of family wealth will be lost by the 2nd generation. *90% of family wealth will be lost by the 3rd generation The...

Gifting Stocks to Kids

Gifting Stocks to Kids

In December of 2022 , I had the pleasure of speaking on a nationally syndicated morning TV show. I talked about giving stocks to kids and not always toys. As I was talking, I heard the moans and groans of my daughter. If I ever gave my 4-year-old a stock as a gift...