From Community College to a career in Wealth Management
A Gen Z Graduation Reflection
It’s graduation season across the U.S., and I wanted to take a moment to reflect on my own academic path.
This month, I graduated from Syracuse University.
My journey hasn’t been linear it’s looked more like a zigzag. But I kept my eye on the ball and made it to the finish line.
Rather than just announce “I graduated,” I thought it would be more meaningful to reflect deeply on the lessons I’ve learned and to share a few thoughts that many Gen Z graduates might relate to right now.
Lessons Learned
Starting at Community College:
I began my college education in an unconventional way at Onondaga Community College. Despite the stigma, I knew it was the right move. It was affordable, close to home, and full of opportunity. I had an incredible experience. I learned to advocate for myself, ask for help, and take full advantage of every resource available.
Breaking into Wealth Management Early:
The summer after my freshman year, I landed a wealth management internship that eventually turned into a part-time job. I passed my SIE, Series 7, and Series 66 while in college. I learned that consistency, persistence, and time management matter just as much if not more than talent.
Serving in the Army Reserves:
I joined the Army Reserves out of a desire to serve. Balancing that commitment with work and school was no easy task. But I learned the power of discipline, integrity, and doing the right thing even when no one’s watching.
Landing a Dream Opportunity:
This year, I secured a position at a Wealth Management firm in a prestigious program. It didn’t happen by luck I spent considerable time building the skills that helped me land the job. Networking, reaching out cold, and pushing past discomfort. I learned that no matter how successful someone is, you can and should reach out. The worst they can say is no. The best? It changes your life.
Paying My Way Through School:
I worked part-time, applied for scholarships, and used Army benefits to pay my way through college. It required sacrifices less time for parties, more time working but it taught me to be a good steward of my time and money.
How Do I Feel?
A common question I’ve been asked is, “How do you feel now that you’ve graduated?”
It’s tempting to respond with, “Great!” or “No more homework!” But honestly? It’s more complex than that.
Graduation is both a celebration and a transition. After four years in a structured environment, we now have to set our own course. That comes with excitement but also uncertainty.
Even if you have a job lined up (like I do), there’s still that feeling of “What now?” We’re stepping into a world where we set the pace, we create the meaning, and we own the outcome. That’s both freeing and overwhelming.
So if a recent grad gives you a surface level answer ask again. You might be surprised by what they say.
Thank You
This journey was not traveled alone.
Along the way, I’ve had the privilege of meeting brilliant, kind, and generous people who’ve propelled me forward. Whether we had a long conversation, crossed paths briefly, or worked together I’m deeply grateful.
If you’ve supported me in any way especially by reading The GenZ Advisor: thank you. Truly.
For Young Wealth Management Professionals
If you're still in school or just starting out lean into the zigzag. Start small. Say yes to opportunities. Be consistent.
Your background isn’t a limitation it will launch you forward.
Check these posts out if you want to learn more to propel yourself forward:
Share Your Story: Advisor Journeys