Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Aaron DelSignore is a Vice President and Senior Financial Advisor based in Las Vegas, Nevada serving clients throughout the United States. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and works with select high net worth individuals, families, and businesses to help them identify and reach their goals, achieve financial freedom, grow and preserve their wealth, and manage their liabilities. Aaron was recruited to Merrill Lynch Wealth Management in 2012, having been in the financial services industry since 2000.
Wealth Management Process
The first step in the process I use with clients is to discover the various financial needs and objectives that they seek help with, both current and future.
Then, I gather all financial information including current assets, debts, insurance coverage, legal instruments, tax liabilities, etc. and begin a wealth analysis. This process helps assess the feasibility of all stated goals and analyze their relationship to each other.
Next we begin to consider different "what if" scenarios taking into consideration possible decisions and events that could occur along the client's timeline and potential outcomes in each of those scenarios. This part of the process is designed to help the client make more informed decisions along the path of life and business.
This approach is very holistic by design. Regular review meetings are required and we often coordinate with the client's other professionals such as attorneys, accountants, etc.
Aaron is a long term resident of Henderson and Lake Tahoe, NV. He is passionate about living and working in both locations and is active with outdoor adventures and environmental conservation for Lake Tahoe and as well as Southern Nevada.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English, Portuguese, Spanish & Spanish
West Virginia University
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.