Experience & Expertise
Aaron is a Client Service Specialist in the firm’s Private Client Group and is Series 65 licensed. He works closely with other members of the Private Client team to provide world-class customer service to clients and ensures all needs are taken care of efficiently. Before joining the Private Client Group, Aaron worked in investment banking operations and private banking.
Get Better Acquainted With Aaron
Favorite Thing About Working With Clients
“Seeing the direct result of how great customer service can turn around a client’s overall day.”
My Philosophy On Client Service
“Be kind, patient, and caring; and understand that clients may all have different viewpoints, ideologies and/or timelines than your own.”