Aaron strives to help clients achieve both their personal and financial goals through sound wealth management. He has expertise in comprehensive financial planning services, including retirement planning and portfolio management. He works closely with his clients, using his keen attention to detail and sharp analytical skills to help develop and monitor tailored strategies that address each of their financial needs.
Prior to joining Raymond James in 2017, Aaron was with Wells Fargo. Before becoming a financial advisor he held the registered client associate position. Aaron holds a bachelor's degree in financial management and a Master of Professional Accountancy. Aaron maintains an active CPA* license in the state of South Carolina, but currently does not practice publicly.
In his spare time, Aaron enjoys being outside hiking, hunting or golfing, and is an avid Clemson sports fan. He is also an active member of Holland Park Church. Originally from New Jersey, Aaron lives in Greenville with his wife, Cindy, and their children, Jackson and Riggs.
*Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.