Association of African American Financial Advisors - Quad-A

Association of African American Financial Advisors - Quad-A Our mission is to expand Black talent across wealth management by developing advisors, planners, and C-suite leaders.

Through advocacy, professional growth, and financial literacy, we advance equity, generational wealth, and access to financial plans.

When Stephen A. Smith has something to say, people stop and listen. On September 10, he is saying it about your industry...
08/19/2026

When Stephen A. Smith has something to say, people stop and listen. On September 10, he is saying it about your industry.

The Wealth Shift takes the Main Stage at VISION CONFERENCE: The Wealth Shift: Ownership, Legacy & the Next Era, a fireside conversation on ownership, legacy, and where Black wealth goes next. One of the sharpest voices in the culture, in a room full of the people actually moving the money. This is the conversation the profession has been waiting to have out loud.

Thursday, September 10. Do not catch the clips later. Be there.

GET TICKETS · aaafainc.org/VISION2026



Congratulations to our CEO, Sheena Gray, on being named a 2026 Excellence Awardee and nominated for Female Trailblazer o...
08/18/2026

Congratulations to our CEO, Sheena Gray, on being named a 2026 Excellence Awardee and nominated for Female Trailblazer of the Year at the InvestmentNews Women to Watch Awards! 🎉
This recognition celebrates women who are breaking barriers, leading with purpose, and creating meaningful change across the financial services industry. Sheena’s leadership and commitment to advancing Black professionals in financial services continue to strengthen our community and shape the future of Quad-A.

Congratulations to each of these trailblazing women. Your leadership, influence, and contributions are helping move our industry forward.
Sheena, we celebrate you and this well-deserved recognition! ❤️
Learn more about the 2026 InvestmentNews Women to Watch Excellence Awardees:
https://womentowatch.investmentnews.com/2026-winners-excellence-awardees

Three days. 22 sessions. One room where the whole industry shows up.Select sessions at VISION CONFERENCE: The Wealth Shi...
08/18/2026

Three days. 22 sessions. One room where the whole industry shows up.

Select sessions at VISION CONFERENCE: The Wealth Shift: Ownership, Legacy & the Next Era are CE eligible, so the time counts twice, toward your growth and your credential. Members register at the lowest rate. Students with a valid ID get in at no cost, because the next generation should never be priced out of the room.

Registration closes September 3, and the seats fill before the deadline does.

Secure yours at aaafainc.org/VISION2026



The Dine Around list closes Friday, August 21.Small groups, top tables across Washington, D.C., and hosts who understand...
08/17/2026

The Dine Around list closes Friday, August 21.

Small groups, top tables across Washington, D.C., and hosts who understand the value of a real conversation. Seats are limited, and once the list closes it does not reopen.

Thursday, September 10, 6 to 8 PM. Conference registration is required to attend.

Reserve your seat at aaafainc.org/VISION2026



The Dine Around list closes Friday, August 21.Small groups, top tables across Washington, D.C., and hosts who understand...
08/17/2026

The Dine Around list closes Friday, August 21.

Small groups, top tables across Washington, D.C., and hosts who understand the value of a real conversation. Seats are limited, and once the list closes it does not reopen.

Thursday, September 10, 6 to 8 PM. Conference registration is required to attend.

Reserve your seat at https://aaafainc.glueup.com/campaign/survey/6a59038de4b09ea7b0e91687



The room that changed this industry turns 25 this year. In September, it meets again in Washington, D.C.VISION Conferenc...
08/17/2026

The room that changed this industry turns 25 this year. In September, it meets again in Washington, D.C.

VISION Conference 2026 is the milestone one, and the theme says it plainly. Ownership, Legacy and the Next Era. Three days where Black wealth sets its own agenda, from the students just entering the field to the advisors who built it.

This is Quad A's premier gathering, 25 years in.
September 10 to 12. Registration is open at aaafainc.org/VISION2026



Finance Friday 🤖💳Artificial intelligence is changing the way we manage our finances. With new AI features allowing tools...
08/07/2026

Finance Friday 🤖💳

Artificial intelligence is changing the way we manage our finances. With new AI features allowing tools like ChatGPT to connect with banking and budgeting apps, this convenience should be balanced with caution.

This Forbes article explores what it means to connect AI with your financial accounts, the privacy and security concerns to keep in mind, and questions to ask before granting access to sensitive financial information.

Read the full article through the link in our bio.

Quad-A community, this one is for you.On August 25 at 11 AM ET, Morgan DeBaun, CEO of Blavity Inc. and AfroTech, is teac...
08/05/2026

Quad-A community, this one is for you.
On August 25 at 11 AM ET, Morgan DeBaun, CEO of Blavity Inc. and AfroTech, is teaching a private, live training built for our members: Agentic AI 101 for Financial Advisors.
Walk away knowing what agentic AI actually is, how to keep it safe and controlled, and how to put it to work in your practice. Plus live Q&A.
Your seat is free through our partnership with AfroTech.
You bring the judgment. AI brings speed. Come see how it works.

Register here:
https://posh.vip/e/agentic-ai-101?t=quad-a

08/03/2026

The future belongs to those bold enough to ask for more. ✨

As she reflects on 25 years in the industry, Marie L. Taylor CRPC™, AAMS®, Financial Advisor at Edward Jones and Quad-A’s newest Board Member, shares why she’s optimistic about the next generation of leaders.

From greater access to resources to building generational wealth, today’s professionals are creating opportunities that didn’t exist 25 years ago.

The conversation doesn’t stop here.

Join us at VISION Conference to hear from leaders like Marie and be part of shaping what’s next for the financial services industry.

🔗 Register today, link in bio

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