ABOUT THE ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS

The Association of African American Financial Advisors (AAAA), also known as Quad-A, has a rich history that is deeply tied to its founder, LeCount R. Davis.

The Association of African American Financial Advisors, known as AAAA or Quad-A, is a 501 C 6 non-profit membership organization for Black/African American financial advisors and affiliated professionals in the United States.

AAAA was founded by LeCount R. Davis, CFP® in 2001. LeCount Davis has a distinguished history in the field of financial planning. He earned the notable distinction of being the first African American to receive the Certified Financial Planner (CFP®) designation in the United States in 1978. Over the years, Davis observed the underrepresentation of Black/African Americans in the financial planning profession and sought to address this.

Recognizing a need for a support network and shared community for Black/African Americans financial advisors and planners, Davis established AAAA. The organization was created to address the needs and interests of Black/African American financial professionals, provide a platform for collective action, and promote the value of comprehensive financial planning within the Black/African American community.

Since its inception, AAAA has been committed to fostering the professional growth of Black/African American financial advisors, planners and affiliated professionals as well as advocating for increased diversity in the wealth management industry. Today, through initiatives such as professional development programs, business development programs, networking events, and partnerships, AAAA continues to uphold its commitment to its members and the broader Black/African American community.

AAAA’s MISSION

The Association of African American Financial Advisors serves to expand the community of successful Black/African financial professionals.

AAAA Three Focus Areas:

1. Attract: Increase the number of B/AA Financial Advisors, Financial Planners and C-Suite Executives in the Wealth Management Industry.

2. Retain: Provide Business Development and Professional Development opportunities to our membership base.

3. Advocate: We strive to strengthen our advocacy efforts on behalf of our members towards Self-Regulatory Organizations (SROs) and employers. We specifically focus on addressing the effects of racial battle fatigue and its subsequent impact on the performance of Black/African American professionals.

AAAA’s V.I.S.I.O.N.

The Association of African American Financial Advisors envisions a future where every household in the Black/African community is has a financial plan and expert guidance to sustain generational wealth.

AAAA’s VALUES

COMMUNITY: Strengthen the community of members through access to information, resources and practices that positions the professionals for success. 

STEWARDSHIP: Respecting the experience of black financial professionals and investing in ways that grows 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.