Congratulations to the 2024 Top 50 Under 50 Financial Advisors and Industry Professionals! These exceptional leaders are transforming the financial industry while inspiring the next generation of Black/African American advisors and planners. Their impact through leadership, innovation, and commitment to clients and communities sets them apart. We honor their passion for growth, mentorship, and advancing financial literacy, and look forward to their continued success in shaping the future of wealth management! Ashley Davy, Ashley Price, Brenda Titus, Christopher Jay, Christopher Belcher, E Lawrence Smith, Edgar Jackson, Eliana Carrier, J.D. Garnier, Sr., James Martin, Jeretha Peters, Joel Chery, Jonathan Cole, Julius Agbonbhase, Keevin Davis, Kenan Peterson, Kim Wren, Krystal Broussard, Leonid Onyiego, Lesley Gadson, Mai Skyles, Marcus Briscoe, Naomi Lynn, Naomi Rhodes, Patrick Reid, Prince Thomas, Rabera Moranga, Ramona Ivy, Rashonner K. Lillie, Rozlyn Paige, Sabrina Brathwaite, Schimri Yoyo, Shana Starks, Shawn Cunningham, Sheila Kai Strickland, Shevawn Adams, Tiffanie Gray, Tiffany Harrison, Toni Polk, and Tre Carruthers, #Top50Under50 #WealthManagement #Leadership #Mentorship #BlackInFinance #FinancialAdvisors #IndustryLeaders #CommunityImpact
Association of African-American Financial Advisors
金融服务
Washington，District of Columbia 5,274 位关注者
AAAA is a non-profit membership organization for Black/AfricanAmericans in the Wealth Management industry.
关于我们
The Association of African American Financial Advisors (AAAA) was created to address the needs and concerns of African American Financial Professionals. AAAA is a non-profit membership organization for African American financial advisors and affiliated professionals. We work in alliance with academic leaders at HBCUs that support financial planning degree programs, legislative and regulatory bodies, financial services firms and consumer interest organizations. AAAA fosters the value of financial planning and advances the financial planning profession. Founded in 2001 by LeCount R. Davis, CFP?, our mission includes developing and fostering professional relationships among African American and other minority professionals working in the financial services industry. The organization strives continuously to expose its members to cutting edge trends and opportunities which will assist them in advancing their businesses and careers. AAAA is the leadership and advocacy organization connecting those who provide, support, and benefit from professional financial planning. The lack of financial literacy plagues African American communities throughout the United States. Financial illiteracy is not just an African American issue; it is an American issue. AAAA members demonstrate and support a professional commitment to eradicating financial illiteracy via educational initiatives and a client-centered financial planning process.
- 网站
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https://www.aaafainc.com
Association of African-American Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Washington，District of Columbia
- 类型
- 非营利机构
- 创立
- 2001
- 领域
- wealth management、financial services、financial literacy、financialplanning和blackwealth
地点
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主要
获取路线
1050 Connecticut Ave NW
Suite 500
US，District of Columbia，Washington，20036
Association of African-American Financial Advisors员工
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Sheena Gray
CEO | Corporate Governance Leader | HR Executive | Strategic Risk Mitigator | Driving Leadership and Organizational Excellence
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Eriyaana Greene
Program Coordinator | Dedicated to Driving Success in Every Venture | Focused on Creating Lasting Impact and Inspiring Others
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Daphne Wright
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Masco Barrett IV, MBA
Private Wealth Strategist at BNY Wealth | CFP? & CAIA? Candidate
动态
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Are you searching for a financial advisor who truly understands your needs and can help you reach your financial goals? The Association of African American Financial Advisors (AAAA) is here to connect you with highly qualified, licensed Black/African American financial professionals who share your background and can provide personalized financial planning. 3?? Benefits of Working with a Black/African American Financial Advisor: ? Empowering the Community: Promote economic growth and wealth accumulation within our community. ? Personal Comfort: Work with someone who shares and understands your cultural background. ? Inspiring Role Models: Be inspired by advisors who are paving the way for future generations. Choose an advisor who is committed to your success. ?? Find your financial advisor today: https://lnkd.in/exTm7VqE #FinancialPlanning #WealthManagement #BlackInFinance #AAAA #FindYourAdvisor #FinancialFreedom
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The Association of African American Financial Advisors, the Washington, D.C., organization that aims to increase the number of Blacks in wealth management, named Sheena Gray as it's first chief executive officer in its 23-year history. ? “Sheena’s extensive experience in wealth management, her leadership roles at JPMorgan Chase, and her passion for creating inclusive environments make her the ideal leader for AAAA,” Interim Board Chair Dr. Alex David said in a statement. “Her appointment is not only significant for AAAA, but for the financial industry as a whole, as we work toward elevating the presence and influence of women in a predominantly male industry.” “My focus is on ensuring that AAAA grows, but in a way that fosters meaningful relationships, promotes transparency, and drives sustainable change within both the financial industry and the Black community,” said Gray, who said her journey in the industry began as a bank teller at 15 years old in Chicago. She received her M.B.A. degree from DePaul University. Read more: https://lnkd.in/emrWs4Rq #BlackInFinance #AAAA #BlackWomenLead #BlackExecutive
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Association of African-American Financial Advisors转发了
CEO | Corporate Governance Leader | HR Executive | Strategic Risk Mitigator | Driving Leadership and Organizational Excellence
Thank you CFP Board this conference has been amazing thus far- a great opportunity to make real connections. I also had the pleasure of running into our Founder and Chair Emeritus Mr. LeCount R Davis, Sr. and his beautiful wife Jewel. #cfpconnections24 #AAAA Malik S. Lee, CFP?, CAP?, APMA? Lisa Cregan Kristen Jarema
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The power of true partnership!
CEO | Corporate Governance Leader | HR Executive | Strategic Risk Mitigator | Driving Leadership and Organizational Excellence
I wanted to take a moment to express my heartfelt gratitude to Dr. Alex David the visionary leader and interim chair at Association of African-American Financial Advisors. This photo captures a true moment of leadership and collaboration as we wrapped up our incredible conference a few weeks ago. It’s the epitome of what AAAA stands for—forward-thinking, unity, and a shared commitment to elevating Black financial professionals. As the new CEO of AAAA, I am honored to work alongside such inspiring leaders like Dr. David and the rest of our esteemed Board of Directors. Your dedication and guidance continue to drive our organization forward, and together, we are creating a brighter future for Black financial professionals. Thank you, Alex, for your mentorship, vision, and support—and to our entire Board, thank you for your unwavering commitment to our mission. I’m beyond excited for the future we are building together. Reginald Lillie II Desi Wyatt, CRPC? Sharif Muhammad, MBA, CPA, MST, CFP? Araya Mesfin, CFP? LeCount R Davis, Sr. #Leadership #Visionary #AAAA #BlackFinancialProfessionals #Gratitude #BoardOfDirectors #NewBeginnings #ConferenceReflection #blackinfinance
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Jumpstart Your Career in Wealth Management with our job board: https://lnkd.in/duVujReh The Association of African American Financial Advisors (AAAA) is proud to offer a Career Portal designed to help students and professionals transition into the wealth management industry. Explore internships, entry-level positions, scholarships, and resources to build your financial career. Whether you're just starting or considering a career change, we're here to support your journey! ?? Find your next opportunity today and start making a meaningful impact in the financial world: https://lnkd.in/duVujReh #WealthManagement #FinancialServices #CareerGrowth #BlackInFinance #AAAA
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Congratulations to our board member, Reginald Lillie II, on his promotion to Market Executive for Merrill Lynch's Pasadena Central Valley Market! Reginald’s leadership and dedication have been key in driving success, and his promotion is well-deserved. After leading a 200-advisor Houston market, Reginald now oversees 72 advisors in Southern California. We’re excited to see him continue his impactful work and shape the future of wealth management in his new role. Read the full announcement: https://lnkd.in/eTmEEEEZ #BlackInFinance ?#WealthManagement #CareerAdvancement
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?? New York AAAA Meetup Alert! ?? Join us for an evening of connection and conversation with fellow African American Financial Advisors at the iconic Schomburg Center in Harlem! ??? Date: October 23, 2024 ?? Time: 6:00 PM - 8:00 PM ?? Location: Schomburg Center, 515 Malcolm X Blvd, New York, NY 10037 Register today: https://lnkd.in/eUSUynrM Come network, share insights, and strengthen our community in the heart of Harlem. Don’t miss this opportunity to engage with peers and industry leaders in a historic setting! #BlackInFinance #AfricanAmericanAdvisors #NYCNetworking #SchomburgCenter
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We are proud to announce that Marc Henderson, MBA, CFP? has been recognized with the Excellence in Community Service Award for his outstanding contributions as a Financial Advisor and his commitment to serving his community. Marc’s leadership and dedication have not only propelled his career but have also created lasting, positive change within the communities he serves. This award highlights his exceptional ability to balance professional excellence with a deep commitment to community engagement and financial empowerment. Marc’s passion for making a difference is truly inspiring, and we are proud to honor him for his unwavering service and leadership. #ExcellenceInService #CommunityLeadership #FinancialAdvisors #BlackInFinance #AAAA
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Congratulations to Eric Harley, who has been honored with the prestigious Excellence in Community Service Award for his exceptional contributions to both his profession and his community. This recognition is a testament to his leadership as a Financial Advisor and his unwavering commitment to making a positive impact beyond the workplace. Eric’s dedication to uplifting his community, coupled with his substantial career advancements, embodies the true spirit of this award. His leadership, service, and devotion to enhancing financial literacy and empowerment have left a lasting mark on those he serves. We are proud to celebrate Eric’s achievements and his outstanding role as a leader and advocate in the financial services industry. Meet this year's award recipients: https://lnkd.in/eTvUMFkH #ExcellenceInService #CommunityLeadership #FinancialAdvisors #BlackInFinance #AAAA
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