Quad-A Awards

Recognizing the leaders, innovators, and trailblazers shaping the future of the financial services profession.

About the Awards

The Quad-A Awards recognize exceptional individuals and organizations whose leadership, service, innovation, and commitment have advanced the financial services profession and strengthened opportunities for Black/African American financial professionals. Award recipients represent excellence across the industry and embody Quad-A’s mission of leadership, advocacy, and impact.

2026 Award Nominations Are Now Open

The Quad-A Awards recognize outstanding financial professionals, firms, and industry leaders who are making a lasting impact through leadership, innovation, service, and a commitment to advancing the financial services industry.

Spirit of the VISION Leadership Award

Legacy of Impact Award

Under 50: Leaders to Watch in Wealth

Elite Advisor Achievement Award

Exceptional Employers in The Wealth Management Industry

Awards

Spirit of the VISION Leadership Award

Honoring Transformative Leadership in Financial Services

The Spirit of the VISION Leadership Award is the highest honor bestowed by the Association of African American Financial Advisors (Quad-A). It recognizes a senior executive whose leadership, influence, and sustained commitment to diversity, equity, and inclusion have significantly advanced the representation of Black professionals in the financial services industry. Presented annually at the VISION Conference, this award honors individuals who embody the core pillars of VISION through their work as champions of inclusive leadership, culture transformation, and equitable advancement across the wealth management, banking, fintech, and asset management ecosystems. Award recipients are trailblazers whose efforts have reshaped the industry landscape, created access to opportunity, and inspired a more equitable future for the next generation of Black financial professionals.

Selection Criteria:

Nominees for the Spirit of the VISION Leadership Award must meet the following criteria and be a current member of Quad-A:

Executive-Level Status

  • Must hold (or have recently held) a C-suite, President, Managing Director, or senior executive role within a financial services organization, including but not limited to banking, wealth management, fintech, or asset management.

Demonstrated Commitment to DEI

  • Has a proven track record of advancing diversity, equity, and inclusion, particularly for Black/African American professionals, through executive leadership, organizational strategy, or program sponsorship.

Tangible Impact

  • Has led or sponsored measurable initiatives or outcomes (e.g., talent pipelines, strategic partnerships, workforce representation gains, culture-shifting programs, public advocacy).

Industry Influence

  • Recognized as a thought leader or influential voice on matters of inclusive leadership, culture transformation, or racial equity in finance.

Mentorship and Legacy

  • Has actively mentored or championed the careers of Black professionals and contributed to a lasting legacy of empowerment within and beyond their organization.

Alignment with Quad-A Mission

  • Demonstrates values and leadership consistent with Quad-A‘s mission to promote meaningful inclusion and advancement of African Americans in the financial advisory profession.

Must not be a previous winner in the last 24 months.

Previous Award Recipients

Under 50: Leaders to Watch in Wealth

Celebrate the 2025 esteemed winners.

Ryan Hawkins – Executive Director – Regional Leader,  J.P Morgan Wealth Management

Bismarck Darko – Wealth Advisor, Sageview Advisory Group

Ray Roach – Financial Advisor, Reveal Wealth

Esther Ebo – Wealth Relationship Manager, Citigroup

Caira White – Director of Financial Planning Operations, ELS Vision Wealth Management

Dayana Velasco – Area Manager/ Executive Director, Wells Fargo Advisors

Tanmika Hysmith – Financial Consultant, Merrill

Janelle Mauro – Financial Consultant, Fidelity Investments

Santhan Kaindi – Team leader, Investment Solutions, Fidelity Investments

Rochelle Nigri – Financial Advisor, Morgan Stanley

Derrick Jackson – Market Manager, Morgan Stanley

Jeri Salmond – Financial Advisor, Morgan Stanley

Gena Lee – Financial Consultant, Fidelity Investments

Legacy of Impact Award Winner

Celebrate the 2025 esteemed winner.

Jonathan Wright

Jonathan Wright

Founder & CEO

Wright Time Financial

Elite Advisor Achievement Award Winner

Celebrate the 2025 esteemed winner.

Connell Lee

Connell Lee

Financial Advisor

Ameriprise Financial