Defining the Pathway
Vision
To cultivate the next generation of African American financial planners and engage research that shifts the understanding and advancement of financial planning in African American communities.
Mission
To define the pathway for African Americans to make a distinguishable impact in the financial planning profession.
History
The spirit of the AAAA Foundation, a 501©3 organization, begins with the legacy of LeCount R. Davis, CFP® and his wife, Jewel W. Davis. With the unwavering support of Mrs. Davis, Mr. Davis achieved a stellar and global career in the financial services industry.
Mr. Davis’ tenure as a successful financial planner and entrepreneur spans almost 50 years. In 1978, he became the first African American to earn the Certified Financial PlannerTM designation. The name, AAAA, represents the Association of African American Financial Advisors, a membership organization also founded by LeCount R. Davis, Sr. Mr. Davis represents a consummate trailblazer.
AAAA Foundation strives to bring a holistic approach to building a pipeline for future African American financial planners. The Foundation will lead initiatives which invite partners to invest in this audacious goal.
Scholarships
The LeCount R. and Jewel W. Davis Scholarship serves as a significant pillar in this movement. The merit-based scholarship will be awarded to talented undergraduate students enrolled full-time at a Historically Black College and University (HBCU) CFP Board Registered Program.
Apply Here
2019 Davis Scholars
Daa'iyah Ford
Prairie View A&M University
Junior, Finance Major and minor in Personal Finance
Daa'iyah Ford is a junior at Prairie View A&M University pursuing a finance major and minor in personal finance. She selected this major because she loves the impact money can have as well as the countless of job opportunities which allows for constant professional growth. Miss Ford plans on obtaining the CFP certification and spending majority of her career in personal finance. In addition, she also plans to pursue opportunities in corporate or public finance.
Once established in her career, she will focus on educating minority communities, and incarcerated individuals about personal finance. Miss Ford would also like to have a homeless shelter where she doesn’t just provide beds for people but also helps them get back on their feet.
Highlights
"I don't claim any state or city because I have moved around due to my father’s service in the military."
“The reason I selected this major is because I love the impact money can have as well as the countless of job opportunities that allows you to constantly learn new things.”
Summer Internship/Job
Over the summer, she worked at the campus office of Veteran Services. In this office, staff assisted military veterans and dependents with academic support resources. They determine Hazelwood eligibility and certify federal educational benefits for students who attend the university.
Kameron Kindle
Prairie View A&M University
Senior, Finance Major and minor in Personal Finance
Kameron Kindle is finance major and financial planning minor at Prairie View A&M University. He is interested in a career in financial planning because he believes there is a great need for financial literacy, and he enjoys helping families and individuals find resolutions to their financial problems. Mr. Kindle genuinely enjoys helping others in finding resolutions to financial problems.
Highlights
"Financial planners need to educate with the heart of a teacher on how to manage your goals and objectives for your finances and to pass on the knowledge to the next generation."
Summer 2019 Internship
Interned with an independent financial planning firm in Houston, TX by the name of theblueprint360. My role is administrative associate and I am responsible for updating Client Relationship Management information, preparing client reviews and Participating in annual reviews process to identify best investment strategies.
2018 Davis Scholars
Chanece Bigelow
North Carolina A&T
Jael Smith
Clark Atlanta University
Leadership Team
LeCount R. Davis, EA, CFP®
Chair
Lazetta Rainey Braxton, MBA, CFP®
President
Preston D. Cherry, MS, CFP®
Treasurer
Walter K. Booker
Daphne Wright, CPA, CFP®