Background on the Spirit of The V.I.S.I.O.N. 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 America 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. Recipient must be a C-Suite Leader in a wealth Management Firm and supports the mission of the Association of African American Financial Advisors.

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

Award Winner



Andy Sieg President of Merrill Lych is the recipient of the inaugural 2022 Spirt of the V.I.S.I.O.N. Award.