Blue Ocean Legacy Wm

for over 15 years, the financial industry has remained stagnant and slow at adapting to rapidly changing demographics. the industry also faces the challenge of a shortage of financial advisors as many in the industry are retiring, and the pipeline of new financial advisors is not enough. blue ocean legacy w.m.’s solution to helping all communities is unconventional in the financial sector. our ability to create additional opportunities for overlooked talent fuels our education-based platform, commitment to inclusion, relationship approach, and community networking. we offer a research-based approach to develop an overlooked opportunity to reskilling millennials, women, and minorities group.