The Association of African American Financial Advisors (AAAA), one of the most revered and respected organizations in the wealth management industry, recently revealed its list of the top 50 Under 50 Black/African American Financial Advisors and Planners in the industry. These high-flying individuals, all under the age of 50, have significantly contributed to the field of wealth management, serving as pillars of our community, creativity, and leadership.
In acknowledging these inspiring achievers, AAAA not only celebrates their individual accomplishments but also casts a spotlight on the talent, tenacity, and tremendous potential of the next generation of wealth managers. The Association hopes that this recognition will inspire others to aim high, dream big, and create a meaningful impact in our community. The 50 Under 50 Awardees are testaments that age is no barrier to achievement, and it's the audacity of dreams coupled with hard work that crafts the contours of our shared future. See the list of AAAA’s 2021 nominees.
2021 Nominations
Nicolas T. Abrams
President and CEO
AJW Financial Partners, LLC
Justin Binion
Financial Advisor
The Irick Group- Merrill Private Wealth Management
Dr. Preston Cherry
Founder & President
Concurrent Financial Planning
Lanta Evans-Motte
Financial Advisor
Raymond James Financial
Todd Gilleylen
Financial Advisor
BMO Harris
Monica Handy
Business Services Manager
Morgan Stanley
Diana Avery
Financial Advisor
Avery Financial Services
Justin Castleberry
Senior Vice President, Branch Manager
Morgan Stanley
Cassandra Cyrius
Executive Director Market Director - Wealth Mgmt
JP Morgan
Katrina H. Everett
Senior Vice President - Investments
Wells Fargo Advisors
David Graham
Vice President – Investments Private Client Advisor
JP Morgan
Ashley Hardway
Vice President – Investments Private Client Advisor
JP Morgan
Jay Baldwin
Vice President – Investments Private Client Advisor
JP Morgan
Welson Cesar
Vice President – Investments Private Client Advisor
JP Morgan
Solomon Davis III
Vice President, Sub-Complex Manager
Morgan Stanley
Marcus Fair
Financial Advisor
Baird
Sheena Gray
Executive Director Diversity, Equity & Inclusion
JP Morgan
Eric Harley
Vice President – Investments Private Client Advisor
JP Morgan
Antonio Bass
RIA relationship Manager
Cap Group
Kenneth Chavis IV
Senior Wealth Manager
LourdMurray
Fatoumata Dibba
Financial Advisor
Merrill Lynch
Dr. Philip Gibson
Associate Professor of Finance, Corporate Finance
Winthrop University, Carroll Financial
Lam Guluka
Associate Regional Director
Russell
Christina Hartfield
Client Advisor
JP Morgan Private Bank
Reginald Lille II
Practice Management Consultant
Merrill Lynch Wealth Management
Edgar Marita
Director, Branch Manager
UBS Wealth Management
Jeremy Miller
Wealth Management Consultant
Cap Group
Nicole Sams
Senior Vice President, Sub-Complex Manager
Morgan Stanley
James Seth Thompson
Senior Vice President,Head of Diverse Markets Strategy
Bernstein Private Wealth
Daphne Wright
LPL Financial Advisor | Financial Services Professiona
Flourish Financial Pathways
Marc Henderson
Financial Advisor
Thrivent
J. Marcel Louimeus
Founder & CEO
EXOS Wealth Strategies
Shaakira Mason-Holloway
Executive Director, Market Director of Wealth
JP Morgan
Vidal Peoples
Financial Advisor
Strategies for Wealth
Femi Shabiolegbe
Executive Director, National Diversity Officer
Morgan Stanley
Andrew Tudor
Chief Wealth Coach
Alcemist Wealth
Desi Wyatt
Senior Vice President, Wealth Group Executive
Citi
Samantha Kaindi
Onboarding Team Leader
Fidelity Investments
Connie Mack
Founding Member & COO
RIA Advisors
Prince Owusu Mensah
Financial Planning Specialist
Ameriprise
Chiquita Rice
President
Monarch Investment Advisors
Lawrence Smith
President/Wealth Planning Advisor
ELS Vision Wealth Management
Franz Warren
Managing Director Regional Director
JP Morgan
Malik S. Lee
Managing Principal / Founder
Felton & Peel Wealth Management
Antonio Mackey
Executive Director Market Director - Wealth Mgmt
JP Morgan
Araya Mesfin
Senior Vice President - Wealth Managment
UBS
Dr. Janine Sam
Assistant Professor of Business Administration.
Shepherd University
David Taylor III
Financial Advisor
Wells Fargo Advisors
Dr. Tammy Williams
Financial Planner
Elwood & Goetz Wealth Advisory Group
Top Performer Awardees
The Association of African American Financial Advisors (AAAA) proudly recognizes Top performing Black/African American Financial Advisors and Planners. This award celebrates the brilliance, dedication, and success of African American financial advisors who have made significant contributions to the field.
The Top Performer Awards recognize not only the business success of the awardees but also their leadership, community involvement, mentorship, and dedication to fostering diversity and inclusion within the financial industry. The honorees of the Top Performer Awards stand as powerful role models, inspiring the next generation of African American financial advisors.
Top Revenue Producer, Wire House
Myah Irick
Senior Vice President, Private Wealth Manager
Merrill Lynch Wealth Management
Top Revenue Producer, Bank Brokerage
Joseph C. Frank
Managing Director, Investments
Wells Fargo Advisors
Excellence in Community Service
Forest Busby
Vice President
Woodforest Wealth Strategies
Top Assets Under Management
Dale Self
Vice President, Investments
J.P. Morgan Chase Wealth Management
Top Producer RIA/Independent
Vidal Peoples
Financial Advisor
Strategies for Wealth