Sonia Balfour-Fears is a Financial Advisor and Global Sports & Entertainment Director with Morgan Stanley. She founded the Fears Group, which was Merrill Lynch’s first and only African American mother-daughter wealth management team. Her daughters Rhea and Ayanna join her as we discuss the purpose of The Fears Group, and how they plan on impacting they community.

Topics Covered

1 year anniversary at Morgan Stanley.

Teamed with my daughter and have a 2nd daughter joining the team.

Educate people about finances, establishing a financial plan and investing in the capital markets to achieve their goals.

How can you close the Black wealth gap?

Increasing Diversity in investments.

How to begin investing in Hot Stocks

More on The Fears Group

The Fears Group is a family practice that strives to help our clients establish a strong financial foundation and build wealth for future generations. With over 57 years of experience in the financial services industry, we take pride in educating our clients and helping them navigate the nuances behind financial decisions. 

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