aaaa Membership committee

The Membership Committee of the Association of African American Financial Advisors (AAAA) is dedicated to nurturing an enriching and supportive environment for all our members. We serve as the cornerstone of the AAAA community, welcoming new members, cultivating engagement, and ensuring all members derive the maximum benefit from their affiliation with our Association.

Our committee consists of passionate and committed individuals who are not just administrators, but active financial advisors who understand the needs, aspirations, and challenges of our members. We are committed to fostering a community that is diverse, inclusive, and representative of African American financial advisors across various stages of their careers.

One of the key roles of the Membership Committee is to attract new members to our Association. We actively reach out to African American financial advisors, showcasing the value proposition of Quad-A, which includes professional development, networking opportunities, advocacy, and mentorship.

The Membership Committee also plays a critical role in member retention. We continuously seek to understand our members' needs, feedback, and aspirations, adapting our offerings accordingly. Through regular engagement, informative sessions, and member-exclusive events, we aim to make AAAA membership not just beneficial but also personally fulfilling.

 

2022 - 2025 Committee Members

Dana Palma Ed.D., CEPA® AAMS™

Membership Committee Co-Chair, Board Member & Financial Advisor, Edward Jones

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Reginald Lillie II

Membership Committee Co-Chair, Board Member & Director, Associate Market Manager, Bank of America Merrill Lynch

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Underpinning all our activities is Quad-A’s commitment to promoting diversity, equity, belonging and inclusion #debi, within the wealth management industry.

The Membership Committee is at the forefront of this mission, creating a community that not only supports individual Black/African American financial advisors and financial planners, but also uplifts the profession as a whole.