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

 
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Nicolas T. Abrams

President and CEO
AJW Financial Partners, LLC

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Justin Binion

Financial Advisor
The Irick Group- Merrill Private Wealth Management

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Dr. Preston Cherry

Founder & President
Concurrent Financial Planning

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Lanta Evans-Motte

Financial Advisor
Raymond James Financial

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Todd Gilleylen

Financial Advisor
BMO Harris

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Monica Handy

Business Services Manager
Morgan Stanley

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Diana Avery

Financial Advisor
Avery Financial Services

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Justin Castleberry

Senior Vice President, Branch Manager
Morgan Stanley

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Cassandra Cyrius

Executive Director Market Director - Wealth Mgmt
JP Morgan

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Katrina H. Everett

Senior Vice President - Investments
Wells Fargo Advisors

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David Graham

Vice President – Investments Private Client Advisor
JP Morgan

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Ashley Hardway

Vice President – Investments Private Client Advisor
JP Morgan

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Jay Baldwin

Vice President – Investments Private Client Advisor
JP Morgan

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Welson Cesar

Vice President – Investments Private Client Advisor
JP Morgan

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Solomon Davis III

Vice President, Sub-Complex Manager
Morgan Stanley

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Marcus Fair

Financial Advisor
Baird

Sheena Gray

Executive Director Diversity, Equity & Inclusion
JP Morgan

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Eric Harley

Vice President – Investments Private Client Advisor
JP Morgan

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Antonio Bass

RIA relationship Manager
Cap Group

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Kenneth Chavis IV

Senior Wealth Manager
LourdMurray

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Fatoumata Dibba

Financial Advisor
Merrill Lynch

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Dr. Philip Gibson

Associate Professor of Finance, Corporate Finance
Winthrop University, Carroll Financial

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Lam Guluka

Associate Regional Director
Russell

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Christina Hartfield

Client Advisor
JP Morgan Private Bank

Del Shawn Hayes

CEO & Founder
Hayes Financial Coaching

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Reginald Lille II

Practice Management Consultant
Merrill Lynch Wealth Management

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Edgar Marita

Director, Branch Manager
UBS Wealth Management

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Jeremy Miller

Wealth Management Consultant
Cap Group

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Nicole Sams

Senior Vice President, Sub-Complex Manager
Morgan Stanley

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James Seth Thompson

Senior Vice President,Head of Diverse Markets Strategy
Bernstein Private Wealth

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Daphne Wright

LPL Financial Advisor | Financial Services Professiona
Flourish Financial Pathways

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Marc Henderson

Financial Advisor
Thrivent

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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

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Femi Shabiolegbe

Executive Director, National Diversity Officer
Morgan Stanley

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Andrew Tudor

Chief Wealth Coach
Alcemist Wealth

Desi Wyatt

Senior Vice President, Wealth Group Executive
Citi

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Samantha Kaindi

Onboarding Team Leader
Fidelity Investments

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Connie Mack

Founding Member & COO
RIA Advisors

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Prince Owusu Mensah

Financial Planning Specialist
Ameriprise

Chiquita Rice

President
Monarch Investment Advisors

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Lawrence Smith

President/Wealth Planning Advisor
ELS Vision Wealth Management

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Franz Warren

Managing Director Regional Director
JP Morgan

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Malik S. Lee

Managing Principal / Founder
Felton & Peel Wealth Management

Antonio Mackey

Executive Director Market Director - Wealth Mgmt
JP Morgan

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Araya Mesfin

Senior Vice President - Wealth Managment
UBS

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Dr. Janine Sam

Assistant Professor of Business Administration.
Shepherd University

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David Taylor III

Financial Advisor
Wells Fargo Advisors

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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

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Myah Irick

Senior Vice President, Private Wealth Manager

Merrill Lynch Wealth Management


Top Revenue Producer, Bank Brokerage 

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Joseph C. Frank

Managing Director, Investments

Wells Fargo Advisors


 
 

Excellence in Community Service

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Forest Busby 

Vice President

Woodforest Wealth Strategies



Top Assets Under Management 

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Dale Self

Vice President, Investments

J.P. Morgan Chase Wealth Management



Top Producer RIA/Independent

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Vidal Peoples

Financial Advisor 

Strategies for Wealth