Annual AAAA V.I.S.I.O.N. Conference Highlights Industry’s Diverse Future

Julius Buchanan, Editor in Chief, Wealth Solutions Report

Association Of African American Financial Advisors’ Annual Flagship Conference To Recognize Outstanding Leader, Impactful Strategic Partner And More

The Association of African American Financial Advisors (AAAA) will hold its annual flagship V.I.S.I.O.N. Conference from Sept. 13 to 15 at the Gaylord National Hotel in National Harbor, Maryland. V.I.S.I.O.N. is an acronym for “Value. Impact. Success. Influence. Optimize. Now.”

Hundreds of Black/African American (B/AA) financial advisors and planners are expected to attend the conference to explore this year’s theme of “Navigating the Future of Wealth Management for Black America.”

Christian Nwasike, Chairman of the Board, Association of African American Financial Advisors

AAAA Chairman of the Board, Christian Nwasike, said, “We stand at the helm of an important mission to navigate the future of wealth management for Black America. Our annual V.I.S.I.O.N. Conference provides an ideal platform to drive this mission forward. We are thrilled to host this event in National Harbor, a location that seamlessly blends cultural richness with a modern, dynamic setting.”

Spirit Of The V.I.S.I.O.N. Leadership Award

LeCount Davis, Founder, Association of African American Financial Advisors

AAAA’s Spirit of the V.I.S.I.O.N. Leadership Award recognizes B/AA leaders in wealth and asset management who are dedicated to promoting diversity within the industry.

AAAA Founder, LeCount Davis, said, “Now more than ever, the way to achieve change is by having diversity champions within the industry, to advocate for fellow professionals of color. Industry insiders can leverage their knowledge and experience, as well as their credibility, to exert the right kind of influence on others. Another important factor is to understand the values, beliefs and practices of the people who need to change, and to tailor the message accordingly.”

In addition to the Spirit of the V.I.S.I.O.N. Leadership Award, Second Vice Chairwoman of AAAA’s Board, Sheena Gray, shared some additional recognition categories that will be announced at the conference, including B/AA Top Performers, Best Workplace for B/AA Financial Professionals in Wealth Management, Excellence in Community Service and Top 50 Under Fifty Distinguished Black/African American Financial Services Professionals.

Strategic Partner Of The Year

Sheena Gray, Second Vice Chairwoman of the Board, Association of African American Financial Advisors

AAAA’s Strategic Partner of the Year Award honors a partner who has championed the organization’s mission of empowering B/AA financial advisors and planners through engagement in joint initiatives and collaborative efforts.

Rickie Taylor, First Vice Chairman, Association of African American Financial Advisors

“For the first time, the Association is creating a structured system to formally acknowledge the invaluable contributions of our Strategic Partners,” said Rickie Taylor, First Vice Chairman of AAAA. “This recognition is not merely ceremonial, it signifies our enhanced capability to quantitatively and qualitatively assess the symbiotic relationships we foster. The magnitude of value and insights we’ve received from this particular award recipient notably exceeds the resources we’ve extended to them.”

Alex David, CEO, Stifel Independent Advisors, & incoming Chairman Emeritus, Association of African American Financial Advisors

Alex David, CEO of Stifel Independent Advisors and incoming Chairman Emeritus of AAAA, stated that the conference and its theme “could not be timelier for the financial community, and African American communities across the country. We thank our corporate partners and collaborators as we make concrete steps to address the racial wealth gap in the United States and mentor the next generation of Black/African financial professionals who are molding the future of this important industry.”

Julius Buchanan, Editor in Chief at Wealth Solutions Report, can be reached at jbuchanan@wealthsolutionsreport.com.

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