Association of African-American Financial Advisors’ Post

The Association of African-American Financial Advisors (AAAA) plays a pivotal role in empowering its members to become million-dollar producers. By providing our members with a comprehensive blend of educational, networking, advocacy, and support resources meticulously designed to address the distinctive needs and challenges faced by B / AA professionals within the wealth management industry. Last month, the enlightening panel the Art of Becoming a Million Dollar Producer who happens to be Black/African American, occurred at the AAAA annual conference V.I.S.I.O.N. A celebration and exploration of the distinctive challenges and opportunities faced by Black/African American million dollar producers in the wealth management industry. We sincerely thank the Association of African-American Financial Advisors' dedicated Chairman and CEO, Christian C. Nwasike MFP®, MBA, JSM, CRA®, MSI Fellow™ for expertly moderating the panel session. Thank you to our esteemed panelists: AAAA board member Araya Mesfin, CFP®, Managing Director, senior portfolio manager UBS; Ty Robinson CFP® | CEPA professional Financial Advisor at Edward Jones and Darric N. Boyd, CFP®, C(k)P® AAMS®, CPFA Senior Vice President Wealth Management at Merrill Lynch. Your invaluable expertise and insights have illuminated the path to excellence by showcasing our community's immense potential for success. #wealthmanagement #blackexcellence #leadershipandmanagement #ceo #equityandinclusion #blackwealth #diversity #Financialadvisors #branding #financialplanners #wealthmangement #assetmanagers  #diversityequitybelonginginclusion #togetherblackwealth 

🌍 When was your last meaningful dialogue? In case you missed it, this was the conversation we've all been anticipating, featuring deeply personal narratives you've yet to encounter. 𝐀𝐧 𝐇𝐨𝐧𝐞𝐬𝐭 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧: 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐉𝐨𝐮𝐫𝐧𝐞𝐲𝐬 𝐨𝐟 𝐃𝐄&𝐈 𝐏𝐢𝐨𝐧𝐞𝐞𝐫𝐬 🌟REPLAY: https://zurl.co/Wjcp What compels someone to dedicate their life and career to championing equity for all? What intimate stories and motivations lie behind the paths of two of finance's foremost female trailblazers? How did they navigate their journeys? What setbacks have they encountered? What fuels their resilience amidst challenges? What risks do they undertake to advocate for change— and what do we risk by overlooking their message? Amidst the plethora of discussions on #DEI, these are the untold personal tales that await your discovery. Join us as we welcomed Sarah Maynard (Global Head, External Diversity, Equity & Inclusion of CFA Institute) and Marlene Timberlake D'Adamo (Chief Diversity, Equity & Inclusion Officer of CalPERS) for an engaging and interactive dialogue, moderated by Paul Olschwanger (Founder and Chief Inspiration Officer of Wendell Rhoads Consulting and Board Director of CFA Society of Dallas-Fort Worth). Let's delve into the triumphs of these influential female figures and glean insights on driving transformative change. #cfainstitute #cfacharter #diversityequityandinclusion #femaleleaders #femaleempowerment #careerdevelopment

A message from the Association of African-American Financial Advisors' Corporate Partner Raymond James: The 10th annual Raymond James Black Financial Advisors Network Symposium is coming soon, Feb. 21-23. The BFAN Symposium is our touchstone annual event, featuring dynamic speakers, professional panels and collaboration with colleagues from across the country. Financial advisors will have the opportunity to re-energize and refocus on business goals, connect with emerging trends and changes, and meet with firm leaders and like minded advisors. Learn more: bit.ly/3sqxD5f #RJBFAN #togetherblackwealth #financialadvisors #wealthcreation #economicempowerment. #blackexcellence #personalfinance #investing #retirementplanning #wealthmanagement #financialservices #wealthbuilding #financialgoals #financialsuccess #financialwellness #diversityandinclusion #equityandinclusion #leadershipdevelopment #assetmanagement 

Queen Mary University of London Grad to BlackRock Leader: Gavin Lewis Paves the Way in Sustainable Investing Inspired by the journey of fellow Queen Mary alumni, Gavin Lewis, a Managing Director at BlackRock leading their UK Institutional Client Business! Gavin's career path is a testament to dedication and a passion for making a positive impact. Leadership in Asset Management: From navigating challenges to leading at prominent firms like Vanguard, UBS, and Russell Investments, Gavin's experience speaks volumes. Champion for Diversity: A strong advocate for inclusivity, he co-founded the #talkaboutblack movement, addressing the underrepresentation of Black professionals in finance. Blackrock is a major player in sustainable investing, and Gavin's background is particularly inspiring for those interested in this space. Here are some key takeaways from Gavin's impressive journey: - Hard work and perseverance pave the way for success. - Diversity of thought strengthens the industry and advocating for inclusion benefits everyone. - Even within large institutions, opportunities exist to champion sustainability. QM Alumni like Gavin are shaping the future of finance through diversity and sustainability. Let’s discuss in the comments below, and share your thoughts on leadership through diversity and how you're making a difference in your field. 👇🏻 #QueenMary #BlackRock #ESG #Finance #Diversity #QMULAlumni

Questions asked.... How do we break that norm? What should we be investing in at this very moment? How can we invest in a different way of thinking so we can actualize a different way of being? The work continues 🙏🏾

Morgan Stanley Executive Chairman James Gorman '87 did not always know he wanted to be a leader in finance. When he attended Columbia Business School, however, he was given a formal introduction to the world of business. "I did not go to Columbia to learn how to be a Wall Street trader or to manage money. I had a very specific objective, which was to develop the skills that I thought would help me be a good general business person. And the school did that." Read his advice to aspiring business leaders in CBS Insights: https://lnkd.in/eicju2tb

In honor of black history month, Margins Capital is excited to present our Meet and Greet conversation series with black professionals in the alternative investment space. Please forgive the audio as Robert Holley so generously took our call from a Starbucks while traveling for work. Regardless check out this gem about how his pension plan leverages outside resources to allocate their $3.25B effectively. Watch or listen to the video here - https://lnkd.in/ePeqfvbM #meetandgreet #robertholley #pensionplans #allocator #institutionalinvestor #investmentvehicles #wealthopportunity #IndexFunds #VentureCapital #PrivateEquity #AlternativeInvestments #PrivatePlacements #PrivateMarkets #PrivateDebt #PrivateCredit #RealEstate #IndependentSponsor #Alts #AltsSimplified #Alternatives #AlternativesSimplified #AllYouNeedToKnow #margins #marginscapital #femalefounders #womenentrepreneurs #femaleentrepreneur #bipocentrepreneurs

Edward Jones associates make a tremendous impact throughout North America. Read about our commitments and our actions in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact. Learn more here: https://bit.ly/3IXcRPD

Edward Jones associates make a tremendous impact throughout North America. Read about our commitments and our actions in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact. Learn more here: https://bit.ly/4al4Lf5

I didn't grow up with much. Having money in the bank was a luxury and investing was something virtually unheard of in my family and community. Over the years I became more educated on financial wellness and believe I have made some relatively wise choices. Even still there's more to learn. Grateful the conversations around the wealth gap coupled with financial literacy and planning continue to be shared by NYL resources. Was happy to attend! #financialplanning #newyorklife #financialliteracy #wealthgap