Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Aaron has been passionate about helping clients simplify their financial life since 1994. He prides himself in finding creative ways to help clients pursue their financial goals. To accomplish this he implements customized financial strategies to help clients reach their long term goals and dreams. Aaron also works closely with clients' families across generations, as well as their attorneys and CPAs to keep all relevant individuals as involved as necessary.
Aaron has been in Arizona since 1989, and graduated from Arizona State University in 1993 with a Bachelor's Degree in Finance. He subsequently graduated with an MBA from University of Phoenix. Aaron is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the designation of CRPC (Chartered Retirement Planning CounselorSM).
Aaron is a strong believer in giving back to the community where he lives. He recently served three years as a member of the Board of Directors for Lura Turner Homes, an Arizona charity providing homes and a dignified life for adults with developmental disabilities, and is a Foundation Giving Member of the Delta Sigma Pi Leadership Foundation. Aaron also is an active distance runner and member of Arizona Road Racers, and a Gold Life Member of the Arizona State University Alumni Association.
Arizona State University
University of Phoenix
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.