Meet Our Team

 

 

 

 

 

 

 

 

 

 

 

 


Jabbar Jamison, MBA. Co-Founder

Jabbar Jamison

Jabbar, his wife Nan, their son, and daughter, live in Indian Trail, North Carolina. The family enjoys vacations with friends and family and attending church at Concord First Assembly, where they have been members since 2012. Jabbar specializes in holistic financial planning. He incorporates debt, risk and investment management to grow, protect and transition wealth according to his clients' goals and objectives. Jabbar works with both individual and business clients. He uses his 15 plus years of experience in determining the optimal solution given the current economic environment and a clients' financial objectives. He recognizes that the spectrum between spenders and savers is diverse and the best financial advice is individualized rather than a one size fits all model. His core belief is that a person's wealth is not only measured in dollars and cents, but created through trust and communication.

Jabbar attended the University of Pittsburgh and earned his B.A. in Economics with a minor in Business Management. He later attended The University of North Carolina-Charlotte where he earned his MBA with a concentration in commercial banking. Additionally, Jabbar is an Investment Advisor Representative with MML Investor Services, LLC having passed his FINRA Series 7 and 66 securities exams.


 

Centario Grier, Co-Founder

Centario and his wonderful wife, Nardette, live in North Charlotte with their three children (Noelle, Casen and Cairo). As a Partner of J & G Legacy Financial Group LLC, he sincerely believes that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons Centario began his career in the financial services industry back in 2010. As a recent college graduate, he wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for him to do right by them.

You can take comfort in the fact that Centario has been a proud resident in the Charlotte community his entire life, and therefore has a vested interest in seeing his friends and neighbors succeed. Depending on your needs, Centario can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about his qualifications, you might find it reassuring to know that he is a licensed agent to sell insurance through various providers. In addition to his ten years of experience, Centario holds a Bachelors in Business Management from Western Carolina University. Prior to becoming associated with Mass Mutual Carolinas, he had participated in New York Life's well-known training program, NYLIC University, and in 2018 was awarded Charlotte's Top 30 Under 30, had been a New York Life Premiere Executive Council Agent (2014, 2016, 2017, 2018), and New York Life Executive Council (2012-2013, 2015), MDRT membership2 (2017, 2018).

Of course, Centario's background isn't really the one that matters. To be the best possible agent, he's found that getting to know his clients – their hopes, dreams and financial goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let Centario know.

1Awarded by New York Life Insurance Company for outstanding sales achievements.

2Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

3 Awarded by The Charlotte Mecklenburg Black Chamber of Commerce


 

LaKisha Williams, Financial Services Professional

I am an entrepreneur, author, and inspirational coach who helps high achievers reignite after a major setback. Having been an entrepreneur for 20 years and being recently widowed, I wanted to teach others how to protect their families and assets – a career in Financial Services was an open door for me to begin to help others. After speaking with my mentor and wrapping up my Recruiting career, I knew it was time to get my licenses and begin the next chapter in this industry.

My vision has no limits. I’ve grown from major setbacks and always look forward to meeting others wherever they are financially to help get them to their next destination. I help individuals, families, and small businesses create strategies for reducing financial risk and building generational wealth. I feel so rewarded by walking alongside my clients as they plan for their futures. I get to share the resources that my team and I possess to help the process be as holistic as possible to meet their goals. My success is measured by my client’s success. My vision is to have a skillset that is versatile and adaptable as I am prepared to look at each client individually and walk them through a variety of approaches to assist them in reaching their goals.

After building three solid businesses from the ground up, one being featured on ESPN, Sports Illustrated and Roiter which lead to many more opportunities to expand my network, I’ve helped other entrepreneurs restructure their businesses, increase clientele and protect their assets.

On a personal note, I am originally from Ohio, but the sunshine and business opportunities brought me to Charlotte. I’m also a huge advocate for living a healthy lifestyle and am a certified Personal Trainer and coach Track & Field. I also have a lot of involvement in my sorority, Delta Sigma Theta Sorority Inc, the LeBron James Family Foundation and the International Family Fitness Foundation. Outside of all the extracurricular activities, I have two amazing children with my late spouse, Kennedy (11) and Kingston (9) who I love dearly along with our Vizsla, Chase.


Jonathan Young, Financial Services Professional

Jonathan Young was born in California but has been in Charlotte, NC for over 20 years. A proud alum of Johnson C. Smith University majoring in Communications Arts. Upon graduation, Jonathan started his professional career with Enterprise Holdings. While in school, he was blessed to meet the love of life Lakeshia, ceiling their union in 2012. 

After 7 years in the corporate world, he made the switch to make a difference in his community. Coming into the financial services industry, Jonathan focuses on building wealth, transfer of assets from one generation to another, and assisting business owners. In addition to running a successful practice, Jonathan is the current Membership Chair of the Urban League of Central Carolinas Young Professionals, a mentor with Hope4Humanity LLC., and very active in his church. Jonathan and Lakeshia have a loving caring dog named Charlotte who is 3 years old. 

I am licensed to offer insurance in: AZ, CA, KY, NC NY & SC and securities in: CA, IN, NC, SC, TN &TX. (Domiciled in NC, CA Insurance License # 0M945595).   I am a registered representative of and offer securities through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 4350 Congress Street, Suite 300, Charlotte, NC 28209. (704) 557-9600.    Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated.


 

Takesha Zac-Williams, Office Manager

Takesha Zac-Williams was born in Enfield, NC and has resided in the Charlotte area (with her husband, Herbert and two beautiful children Aaron and Amira) for 15 years. 

Upon graduating from UNC Greensboro with a bachelor's degree in Finance, Takesha obtained her NC Life, Health and Med Supp License in 2004 and her Series 6 & 63 in 2005 officially embarking on a career in the financial services and insurance industry.

Takesha began her tenure with J&G Legacy Financial Group LLC in 2018 with a goal to not only assist J&G Legacy with their clients, but to also make sure her family and friends were educated on building wealth within their own communities.  With a strong background in finance and insurance, Takesha is able to provide the level of support required to service J & G Legacy clients and advisors.  

When Takesha is not supporting J&G Legacy, she is spending quality time with her family and operating her home bakery “Silver's Sweets” established in 2009.


 

Brian Willis, Financial Advisor

Brian P. Willis and his wife of 25 years, Angela, live in Matthews, North Carolina. They enjoy spending time with their adult son James and his family, especially their beloved grandson Isaiah. They also enjoy traveling, community service and attending church at Greenville Memorial AME Zion where they have been dedicated members since 2005. Brian specializes in the financial education and wealth management of African Americans. As a young man from humble beginnings in St. Louis Missouri, Brian attending Sumner High School, a historic African American institution. He had the honor of being taught by caring teachers and mentors who instilled pride in his history and culture, but most importantly, expected excellence of him and tasked him with the responsibility of teaching others and passing the rich lessons he’d learned on to others in the community. Brian honored those teachers and mentors by making mentorship and community education his life’s mission. His specialty became historical and financial education early in his corporate career. Brian’s dedicated community work as Chapter President of the 100 Black Men of America, UNCC Black Alumni Board Member, Black Engineers Mentor, Jacob’s Ladder Director and much more, highlight his dedication to effective and meaningful service.  He is a proud member of Alpha Phi Alpha Incorporated and is proud that he was able to consolidate his many years of financial experience in a book and financial program, titled; Help, I’m Drowning in Debt! The book was distributed world-wide and the program was implemented into the curriculum at Central Piedmont Community College and several other organizations. It spawned a speaking tour and a very successful series of corporate and community-related workshops. Brian holds a bachelor’s degree in Business Administration from the University of North Carolina in Charlotte. He also holds a series 7, 6, 65, 63 and Life and Health Insurance licenses. Serving in various roles in the financial industry, Brian has settled in as financial planner for the past 11 years. He feels being a financial planner is not just a profession, it’s his calling. Like the rest of the J&G Team, Brian’s approach is to meet you where you are, then identify your “WHY”. Brian understands that the process of ensuring security in your financial future is a personal journey. He honors that by following his daily service mantra: Before you speak…listen, before you invest… investigate. If you are committed to your financial goals, Brian will move heaven and earth to help you make those goals your reality.


Cynthia Richards-Donald, MBA, CFP® 

Cynthia Richards-Donald is a CERTIFIED FINANCIAL PLANNER Certificant and Financial Advisor with over 25 years of industry experience. She works with a diverse group of emerging affluent and affluent professionals in banking, education, law and medical fields as well as retirees. Her industry experience includes serving as a Wealth Management Advisor at TIAA and held various positions within that organization. 

Mrs. Donald is a trust financial professional and provides holistic planning to her clients. She received an undergraduate degree in Economics from the State University of New York @ Stony Brook, and her Masters of Business Administration in Banking and Finance from Dowling College in Oakdale, NY. 

Giving back to the community is a big priority for Cynthia who serves on the board for Charlotte Chapter of Society of Financial Services Professionals (SFSP), provides volunteering financial education series to middle school age children through Junior Achievement, goes to Spelman College annually to teach a class on long range financial planning to graduating seniors, and is regularly sought after to provide advice to various groups throughout the year. 

Cynthia is a married to Andy and a mother of two sons who reside in Charlotte, NC. 

Additionally, Cynthia is an Investment Advisor Representative with MML Investor Services, LLC having passed his FINRA Series 6, 7, 63 and 65 securities exams.