AAAA FOUNDERS SPOTLIGHT: LeCount R. Davis, CFP®
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.
Find a Financial Advisor
Are you looking for a financial advisor that can meet the needs of your personal portfolio and build the wealth building strategy for your family? CLICK HERE to access our directory and find your perfect fit.
UPCOMING EVENTS
September 11-13th
AAAA National V.I.S.I.O.N Conference: Elevating Leaders in Wealth Management: Networking for Success
Description: AAAA’s highly anticipated 2024 Annual Flagship V.I.S.I.O.N. Conference is taking place at the Renaissance Arlington Capital View Hotel on September 11th to September 13th. The theme of the conference this year is Elevating Leaders in Wealth Management: Networking for Success. This prestigious event serves as a gathering ground for top-tier financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future.
Location: Renaissance Arlington Capital View Hotel
2800 Potomac Ave
Arlington, VA 22202
Time: 8 am - 11:15 am EST
September 19th
AAAA Meet-Up: Wells Fargo Networking Event
Description: Wells Fargo Advisors is actively committed to creating success for Black/African American financial advisors and their clients. We believe that all firms should offer a supportive framework for developing your career, while also making an impactful difference in the community. Learn how our firm offers more choice for you, more support for your clients, and more opportunities for growth.
Location: The Carlyle
1919 Piedmont Road, NE
Atlanta, GA 30324
Time: 5:30 pm - 8:oo pm EST
September 25th
AAAA Webinar with Wells Fargo Advisors: Pathways to Growth
Description: In the Pathways to Growth: 2024 Advisor Benchmark Study, we (Capital Group) surveyed more than 1,500 advisors to identify the skills that helped drive outsized growth at select practices. Now in its fourth edition, the study affirms key findings advisors can focus on as they seek to grow. In this session, we’ll learn more about the survey results and identify clear, actionable steps for optimizing your practice.
Location: Virtual
Time: 1 -2 pm EST
October 10th
AAAA Meet-Up: Baird Private Wealth Management Networking Event
Description: Join AAAA and Baird Private Wealth Management as we collaborate for networking event. Baird Private Wealth Management actively invests time, people, and resources, allowing Financial Advisors to serve their clients best and run successful practices.
Location: 5church Buckhead
3379 Peachtree St NE STE. 125, Atlanta, GA 30326
Time: 5:30 pm - 8:00 pm EST
Interested in showcasing your brand to thousands of Financial Advisors? Join us as a Corporate Partner and explore a universe of opportunities…
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.
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