What is “wealth”? Aaron Galloway defines wealth with one word, “freedom”. It’s Freedom to do something or freedom to not have to do something. Aaron understands that true wealth management is much more than just good asset management - it encompasses a vast array of items that stretch well beyond the investments alone.
This idea of a holistic approach to client service and wealth management is at the core of every relationship, and it’s through this approach that Aaron assists clients in achieving both their personal and financial goals. He has expertise in comprehensive financial planning services, including retirement planning, portfolio management, estate plan integration, insurance analysis, Social Security, Medicare, and tax planning. 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, and provide clarity into their financial picture.
Prior to joining Raymond James in 2017, Aaron was with Wells Fargo Advisors, and was with a regional public accounting firm prior to that. 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, fishing or golfing, loves all things Clemson, and is an avid woodworker. He is an active member of Holland Park Church, and the Greenville Woodworkers Guild. Originally from New Jersey, Aaron now lives in Greenville with his wife, Cindy, and their children, Jackson and Riggs, and their Goldendoodle Cooper.
*Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Raymond James is not affiliated with any organizations mentioned.