Association of African-American Financial Advisors

In 2026, Quad-A is focused on three priorities: 1. Expanding pathways for the next generation. 2. Deepening partnerships to support advisors. 3. Advancing representation through trainings and thought leadership. #QuadA #WealthManagement #RepresentationMatters

Welcome to 2026, Quad-A family! Here’s to a year of growth, opportunity, and impact. We’re glad you’re here. Learn more about our work here: aaafainc.org #QuadA #BlackInFinance #HappyNewYear

Here’s to a new year of more of everything!✅ more members ✅ more partners ✅ more students ✅ more representation across the profession. Be there for it and become a member! Learn more at: aaafainc.org/about-membersh… #QuadA #NewYear #2026Goals #NewYearsResolutions

Happy Kwanzaa to all who celebrate. May this season of reflection, community, and collective purpose inspire the work ahead. #QuadA #Kwanzaa

We’re grateful for this community and the work you do every day to expand access, build wealth, and support Black families across the country. Merry Christmas! #QuadA #MerryChristmas

Black advisors bring trust, cultural context, and real pathways for the next generation at a time when economic volatility and wealth gaps demand informed leadership. Quad-A’s mission continues: more access, more opportunity, more impact. #QuadA #BlackInFinance

T. Rowe Price’s emphasis on long-term thinking, investor education, and advisor support complements Quad-A’s mission to expand representation and influence across financial services. We look forward to seeing what this collaboration makes possible! #QuadA #TRowePrice

This year, our community showed what’s possible when Black financial professionals come together! From record student engagement to expanded partnerships, we made real progress in the industry. May this season bring continued momentum for the year ahead. #HappyHolidays #QuadA

The New Yorker’s review of The Plunder of Black America underscores what advisors know well: today’s wealth gaps are the result of generations of policies that restricted Black wealth-building. Read more: newyorker.com/magazine/2025/… #FinancialLiteracyFriday #QuadA

We’re looking forward to partnering with Edward Jones as a Premier Partner of Quad-A. Their long-standing commitment to one-on-one advising and deep community relationships aligns with our focus on increasing access and opportunity across the wealth management industry.

Listen up, Illinois students... WIIN 2026 is coming to Chicago! Students can join Quad-A for free—and WIIN tickets are free too. If you're studying finance, business, econ, or just exploring careers, WIIN is the place to be. #WIIN2026 #QuadA #StudentsInFinance

Thank you to everyone who joined the Citi & Quad-A webinar! Special thanks to Joseph Bonanno and Ayanna Stephens for their insights on how artificial intelligence is transforming the wealth management experience. For more events, see: aaafainc.com #QuadA

The largest Black-owned bank, OneUnited, just launched WiseOne, an AI-powered tool designed to guide users through saving, spending, debt, and portfolio behavior. Read more at theGrio: thegrio.com/2025/11/18/ame… #FinancialLiteracyFriday

Say hello to the 2026 SIE Program Cohort! They come from campuses across the country and represent the rising generation of Black talent shaping the future of financial services. To learn more about future cohorts, visit aaafainc.org/nextgen/ #QuadA #SIEProgram

We’re proud to welcome three outstanding leaders to the Quad-A Board of Directors for 2026. Each brings deep industry expertise, a commitment to service, and a passion for advancing Black excellence in wealth management. #QuadA #BlackLeadership #BlackInFinance

Happening tomorrow. Don’t miss our upcoming session with Citi: a conversation to help advisors sharpen their year-end strategies and strengthen client planning. Register while space is available. aaafainc.glueup.com/event/webinar-… #QuadA #BlackInFinance #FinancialProfessionals

Get to know Thrivent—a #Fortune500 financial services organization and proud sponsor of #QuadA. Through financial services and generosity programs, #Thrivent helps clients support the people, causes, and communities they love. More at Thrivent.com.

Mentorship isn’t a “nice-to-have." For many Black financial advisors, it’s the difference between surviving and accelerating. Grateful for the leadership and mentorship of CEO Sheena Gray and Program Coordinators Dasean Williams and Harold Trufant III. #QuadA #BlackInFinance

Thank you to everyone who joined our PIMCO session on year-end planning strategies. And a special thank you to Devin Ekberg for sharing practical insights on tax planning, charitable giving, retirement, and portfolio management. #QuadA #BlackInFinance #FinancialAdvisors #PIMCO

Access to personal finance education remains one of the most influential predictors of long-term wealth outcomes. Read more about financial literacy in Black communities on Annuity: annuity.org/financial-lite… #FinancialLiteracyFriday #BlackInFinance #BlackWealth #QuadA