Cooperation is the conviction that nobody can get there, unless we all get there.
The ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (AAAA) was created to address the professional development needs and advocacy concerns of licensed Black/African American Financial Professionals in Wealth Management, a sector of the Financial Services industry.
AAAA is a Not-for-profit (501 C6) Membership Organization for Black/African American financial advisors, financial planners, home office, and affiliated professionals.
At AAAA, we work in alliance with academic leaders at HBCUs and PWIs that support financial planning degree programs; financial services firms who employ licensed Black/African American Financial Professionals; legislative and regulatory bodies; and consumer interest organizations to advocate for shared interests.
At AAAA we understand the value of comprehensive financial planning and, we view it as an integral component of Wealth Management. Licensed Black/African American Financial Professionals who work in this profession combine investment advice with other retail financial services tailored to their specific clients needs.
OUR VISION is clear
The Association of African American Financial Advisors envisions a future where every household in the Black/African community has a financial plan and expert guidance to sustain generational wealth.
OUR MISSION is aligned
The Association of African American Financial Advisors serves to expand the community of successful Black/African financial professionals.
OUR VALUES guide us
COMMUNITY: Strengthen the community of members through access to information, resources, and practices that position the professionals for success.
STEWARDSHIP: Respecting the experience of black financial professionals and investing in ways that grow each member and partner that shares our mission and vision.
ADVANCEMENT: Providing members with access and the opportunity to build their financial acumen, credentials and network to build the career of their dreams.
UPCOMING EVENTS
March 12TH
Webinar: Edward Jones Webinar: Global Economic & Market Outlook for 2024
Description: Explore global economic trends with Angelo Kourkafas from Edward Jones as he shares insights on current market conditions affecting investment portfolios. Gain Edward Jones’s outlook on growth, inflation, interest rates, and markets, along with perspectives on timely opportunities and risks. By the end of this session, you will be equipped to discuss key economic trends with clients, understand how they shape the current market narrative, and translate into potential risks and opportunities for portfolios.
Time: 1:00 pm EST -2:00 pm EST
March 14TH
Meet-up: Philadelphia Edward Jones Meet-up
Description: AAAA is committed to fostering a vibrant community where our members are provided valuable networking events, professional development resources, access to AAAA conferences, and more.
Location: Kimpton Hotel Monaco Philadelphia
Venue: Vapor Room
Address: 433 Chestnut Street, Philadelphia, PA 19106
Time: 4:00 pm EST
March 21st
Webinar: Helping Clients Who are Being Scammed or Financially Exploited
Description: Guidelines for Recognizing Financial Exploitation; Strategies for Communicating with Clients Facing Scams or Exploitation; Involving Reliable Contacts, Compliance with Reporting Duties, Implementing Account Holds; Considerations for Situations Where Intervention Fails to Yield Results.
Platform: Zoom
Time: 1:00 pm EST - 2:00 pm EST
March 27tH
Webinar: Diverse Teaming Virtual Meeting
Description: Learn more about the value, benefits, and opportunities teaming may offer! As talented and successful Women of Color in this business, take a moment to explore the possibilities and be our guest during this live virtual meeting. Hear from NelRae Ali, founder of Array Private Investment Advisory Group, and her partners why teaming was the next step in their successful practice.
Platform: Virtual
LeCount R. Davis has always approached financial planning as more of a calling than an academic pursuit, a job or even a profession. During his more than 40 years as a financial planner—he is the first African American to hold the Certified Financial Planner designation.
"My mission in life has been to help my people handle money well so as to be able to create and transfer wealth," he said.
He has helped hundreds of clients and their family members, influenced students as a teacher at Howard University, reached a broad audience through his television show, and has served as a mentor and inspiration to younger generations of financial planners who help carry out his mission through the Association of African American Financial Advisors, which he founded in 2001.