The team at Executive Consulting of Raymond James is well versed in serving corporate executives in the areas that matter the most. By leveraging their expertise, executives can help identify strategies for maximizing wealth while mitigating risk.
Mr. Aspinwall joined the Raymond James Wealth Solutions team in 2007. This group was created to serve as a consulting team designed to assist Raymond James financial advisors across the country with complex client cases in the high-net-worth and ultra-high-net-worth market places along with providing advisor education on advanced technical planning topics. Mr. Aspinwall’s role on this team was focused on advanced estate planning techniques, asset preservation strategies, charitable solutions, institutional investment execution, alternative investments and cash management.
Additionally, Mr. Aspinwall hosted numerous advisor education workshops covering topics including advanced estate planning strategies, alternative investments, cash management, FDIC/SIPC protections, equity compensation planning and concentrated equity strategies.
In 2011, Mr. Aspinwall formed Executive Consulting of Raymond James, an advisory practice focused on serving the unique needs of public company corporate executives. Mr. Aspinwall was recently named one of the Financial Times FT 400 Top Financial Advisers and a Best-in-State Wealth Advisor by Forbes. He is a CFP® and CPWA® designation holder among numerous licenses including the Series 7, 24, 31, 51, 63 and 66. Mr. Aspinwall graduated from Dickinson College with a Bachelor of Science degree in Biology.
Mr. Aspinwall has also earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
1Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.