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 2022 nominees below.

2022 Nominations

Allan Boomer

**CHIEF INVESTMENT OFFICER**
Momentum Advisors

Rick Nott

**SENIOR WEALTH ADVISOR**
LourdMurray

Dr. Constance Craig-Mason, MRFCÂ®

**MASTER REGISTERED FINANCIAL CONSULTANT**
Concierge Financial Group

Kamila Elliott

**CEO AND FOUNDER**
Collective Wealth Partners

Russell Mahan

**MANAGING PARTNER**
Gardens Wealth Management - Wells Fargo Financial Network

Johnathan Shaw

**EXECUTIVE DIRECTOR SUB COMPLEX MANAGER**
Morgan Stanley

Joseph Edmonds

**REGIONAL SALES SPECIALIST**
T. Rowe Price

Theodore Parrish

**PRESIDENT AND CHIEF INVESTMENT OFFICER**
Parrish Capital

Jason Ellis

**FINANCIAL CONSULTANT**
Fidelity Investments

Brian O Butler

**CEPA, CRPC, CPFA**
Wealth Standard Financial

Frederick Coleman

**FINANCIAL ADVISOR**
RW Baird

Jasmine N. Davis

**SENIOR VICE PRESIDENT ASSOCIATE COMPLEX MANAGER**
Morgan Stanley

Lemar Williams

**FOUNDER AND PRESIDENT**
Traditions Wealth and Legacy Planning

Candace Brewington, MBA

**FINANCIAL ADVISOR**
Thrivent

Ray Henderson

**PRESIDENT | CEO**
Henderson Financial Group LLC

Rickie Taylor

**REGIONAL DIRECTOR**
Retirement Plan Consultants

Ekenna Anya-Gafu, CFPÂ®, AAMSÂ®

**CHIEF FINANCIAL OFFICER & DIRECTOR OF PLANNING**
Bay Street Capital Holdings

Arthur Blakey

**MARKET DIRECTOR- WEALTH MANAGEMENT**
JP Morgan

DeAnte Thompkins

**SENIOR MARKET DIRECTOR**
Thrivent

Savon C Gibson Sr

**OWNER / MANAGING DIRECTOR**
Gibson Financial Planning

Terrance Dedrick

**FINANCIAL ADVISOR**
Dedrick Wealth Management Group of Raymond James

Leon Taylor

**FINANCIAL ADVISOR**
Raymond James and Associates

Alleson Tate, CFP®

**FOUNDER AND PRINCIPAL**
Avere Wealth Management

Chelsea Ransom-Cooper

**MANAGING PARTNER, FINANCIAL PLANNING DIRECTOR**
Zenith Wealth Partners

Travis O'Quinn

**MANAGING DIRECTOR-ASSISTANT COMPLEX DIRECTOR (TRIAD/TRIANGLE NC)**
TRUIST

Armana Milbry

**FINANCIAL ADVISOR**
JP Morgan

Justin Lacey

**FIRST VICE PRESIDENT, RESIDENT DIRECTOR- WEALTH MANAGEMENT ADVISOR**
Merrill lynch

Egerton Bullock, CFA, CFP®

**INTERNATIONAL CLIENT ADVISOR**
Morgan Stanley

**Malcolm. Ethridge, CFP®**

**EXECUTIVE VICE PRESIDENT, FINANCIAL ADVISOR**
CIC Wealth

Eric Seale

**Regional Sales Specialist**
T. Rowe Price

Ebony Moore

**NATIONAL TRAIINING OFFICER, VP**
Morgan Stanley

Sterling Lane

**MARKET DIRECTOR WEALTH**
JP Morgan Wealth Management

Dr. Dana Palma, AAMS™

**AAAA BOARD SECRETARY | FINANCIAL ADVISOR**
Edward Jones

Chloé A. Moore, CFP®

**FOUNDER AND PRINCIPAL**
Financial Staples

Tiffany Hawkins

**CHIEF OPERATING OFFICER AT MOMENTUM ADVISORS AND FOUNDING PARTNER**
Franklin Morgan Private Equity Fund

Tashian Murray

**VP, STRATEGIC INITIATIVES LEAD- PRACTICE STRATEGY**
Morgan Stanley

Georin Lagrant

**SENIOR SALES SUPPORT MANAGER**
Citi - U.S. Consumer Wealth Management

Sharif A. Muhammad, MBA, CPA, MST, CFP®

**AAAA FINANCIAL SECRETARY | FOUNDER AND MANAGING MEMBER**
Unlimited Financial Services, LLC

Shane M. Spells

**FOUNDER**
Artaad Financial, INC.

**Keith Beverly, CFA, CFP®, MBA**

**MANAGING PARTNER AND CIO**
GRID 202 PARTNERS

Samantha Newsom

**PRODUCET DIRECTOR, ALLY WEALTH MANAGEMENT**
Ally Invest

Markell Byrd

**SVP; DIVERSE CLIENT SEGMENTS - HEAD OF AFFLUENT MARKETS**
Wells Fargo

Romy Pickron

**CHIEF EXECUTIVE OFFICER**
Asset Achievers, LLC

**Chris Blodgett, AIF®**

**FOUNDER**
Crescent Capital Planning

Armand Leaks

**VICE PRESIDENT, REGIONAL INVESTMENT CONSULTANT**
T. ROWE PRICE

Spirit of the V.I.S.I.O.N. Leadership Award

The spirit of the V.I.S.I.O.N. [Value. Impact. Success. Influence. Optimize. Now.] award recognizes leaders in the Wealth and Asset Management Community who have dedicated themselves to promoting ethnic diversity; specifically Black/African Americans in the industry.

Per Mr. Davis CFP®, … “to effect change, champions of diversity need to emerge from within the industry. You also need to understand the people and the culture of the people you are trying to reach.”

This award and the recognition it brings embody the vision of AAAA's founder, LeCount Davis CFP®. As part of his vision, Mr. Davis CFP® believes:

1. Black/African Americans must have significant gains in wealth in American and globally.

2. In firms across our industry, Black/African Americans should hold executive leadership positions.

3. In order for Black/African American Financial Advisors and Financial Planners to flourish, there should be an open-door recruiting and retention policy, rather than a revolving door policy that is currently established.

Qualifications to win the Spirit of the V.I.S.I.O.N. AWARD

1. Support ethnic diversity in the wealth management industry, especially by supporting Black/African Americans.

2. You must be a C-Suite Leader in a wealth Management Firm that supports the mission of the Association of African American Financial Advisors.

3. Demonstrate success in hiring, promoting, and supporting Black/African American Financial Professionals.

Andy Sieg

**PRESIDENT**
Merrill Wealth Management

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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, Bank Brokerage

Mark Smith

**SENIOR VICE PRESIDENT- INVESTMENTS**
Wells Fargo Advisors

Excellence in Community Service

Reggie Turner

**FINANCIAL ADVISOR**
RBC Wealth Management

Top Revenue Producer, Wire House

Meron Yemane

**SENIOR VICE PRESIDENT**
Morgan Stanley

Top Producer RIA

Jason Ray

**FOUNDER, INVESTMENT DIRECTOR**
Zenith Wealth Partners

Top Producer Independent Advisor