Aaron Sanchez,

With more than 15 years of experience in financial planning and investment management, Aaron Sanchez has the accumulated knowledge and perspective to help you with your financial goals. Aaron understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Aaron will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Aaron endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice, using some of the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your tolerance for risk and the performance of your accounts.

Based on what he learns about you and your goals and an analysis of the current financial markets, Aaron designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and once you are comfortable with your new plan, Aaron puts it into action and seeks opportunities to adapt to life changes and new goals.

Aaron began his career in financial services in 2007 and previously spent 15 years with Merrill Lynch. Today, Aaron provides financial and estate planning using equities, fixed income securities, managed money and 529 education savings plans and more through Raymond James.

A native of Bellevue, Washington, Aaron now resides in Yona, Guam. Away from the office, Aaron enjoys spending time with his wife, Lisa, and their three children.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.