AAAA NEWS
Unveiling Implicit Bias: The Challenges Faced by Working Mothers in the Corporate World
As a working mother, I have encountered numerous challenges in my professional life. The assumption that mothers should prioritize their children above all else often affects our careers, placing us in a box that we struggle to break free from. However, it is essential to recognize that being a mother does not diminish our capabilities as leaders and professionals. We can excel both in nurturing our families and making significant contributions to the corporate world. This realization became even more apparent to me during a personal moment that I would like to share.
Diversity, Equity & Inclusion 2023 Lifetime Achievement Winner: Alex David
Daily experiences have helped the CEO of Stifel Independent Advisors to appreciate how necessary it is for professionals, especially African American adults, to be role models for young Black males.
LeCount Davis: A Leader in the Financial Planning Industry
Ask anyone in the financial planning industry for a name synonymous with excellence, leadership, and diversity, and they’ll say LeCount Davis CFP®. With over two decades of experience, Davis has established himself as a trailblazer in a field that is traditionally dominated by white men. His journey began when he worked for a neighborhood financial guru who helped people with their finances, regardless of their ability to pay.
Lifetime Pathfinder Winner: “Keep Hope Alive”
Lifetime Pathfinder Winner: “Keep Hope Alive”
LeCount Davis, First African American To Receive CFP Designation And Founder Of The Association of African American Financial Advisors, Discusses History, DEI Solutions And Career Advice
AAAA INTRODUCES Alex David, President, and CEO of Stifel Independent Advisors, as incoming Chairman Emeritus.
ALEX DAVID PRESIDENT AND CEO OF STIFEL INDEPENDENT ADVISORS
The Association of African American Financial Advisors ("AAAA" or the "Association"), a non-profit membership organization for African American financial advisors and other wealth management industry professionals, today announced the appointment of Alex David, President and CEO of Stifel Independent Advisors, as its incoming Chairman Emeritus. In this position, Mr. David will provide strategic guidance to the Association as it embarks upon the next stage of its vision for driving a more equitable wealth management industry.
LeCOUNT DAVIS
, MBA, CFP®
CFP Board launches scholarship in honor of AAAA Founder
“I was led by the Holy Spirit to pursue my life’s vision and mission, and this book is a way to pass on my beliefs, experiences, and ideas for success. I pray that I can be a beacon of light for aspiring financial planners and advisors in helping our communities become better stewards in handling money.”
T. Rowe, Commonwealth, and Zions Bank, book clubs, internships, and sales meetings reflect DEI goals
Zions Bank, Commonwealth Financial Network and T. Rowe Price have launched programs they say could help boost Black representation across wealth management and related fields — if they're adopted by other firms.
To shrink the wealth gap, reframe money as an everyday topic
Financial advisors can help close the country's racial wealth gap gradually by changing the conversations about money among Black Americans and other minorities.
Advisors Are Unhappy, and They Have Options, Recruiters Warn
As the wealth management industry prepares to tackle a new and potentially very challenging year, more advisors than ever before are seeking counsel and clarity on the next phase in their careers.
Why The Ranks Of Women Advisors Are Finally Increasing
By TRACEY LONGO
MARCH 1, 2023
Danielle White, the CEO of recruiting firm Myriad Advisor Solutions in Waukee, Iowa, has never seen as many women becoming financial advisors or opening up their own shops as she has over the past two years.
Quad-A Vision conference draws hundreds of Black financial advisors
After two years as a virtual event, the industry's largest gathering of Black financial advisors is back in person with hundreds more attendees than before the pandemic.
The Association of African American Financial Advisors, which often goes by the nickname of "Quad-A," drew more than 450 registered guests and 20 corporate sponsors to its Vision conference in Atlanta, Chairman Christian Nwasike said in his opening remarks Tuesday morning. The numbers rose from 253 guests at the last in-person Vision gathering in 2019 in Detroit. Nwasike, an advisor coach who received the appointment in January, said the nonprofit organization led by volunteers has doubled the size of its board and tripled its full-time staff this year, in part by raising more than $1 million in the past six months.
Merrill wealth head wins AAAA award for advancing Black advisors
The leading professional association for Black financial advisors has a new award that recognizes wealth management executives for leading the way on diversity, equity and inclusion.
Andy Sieg, the president of Merrill Wealth Management, accepted the inaugural "Spirit of the VISION" Award from the Association of African American Financial Advisors during the group's annual VISION conference, where Merrill was a leading sponsor, last month in Atlanta. LeCount Davis, the founder and chairman emeritus of the association, presented the award to Sieg at a banquet and awards ceremony. VISION stands for "value, impact, succeed, influence, optimize, now."