Aaron is a Vice President and Wealth Management Advisor. Aaron currently holds the Certified Private Wealth Advisor® (CPWA®) designation. With over 20 years of financial services experience, Aaron delivers a comprehensive approach to managing wealth that begins with listening to a client’s particular needs, concerns and priorities, and helping to ensure every strategy is tailored to the client’s particular goals. Aaron advises individuals, families, and businesses by understanding their short- and long-term financial objectives.
Prior to joining Merrill Lynch Wealth Management in 2015, Aaron had worked at Barclays Wealth since 2008. Before his time at Barclays Wealth, Aaron spent eight years at Lehman Brothers and two years at McKinsey & Company.
Aaron received a bachelor’s degree in Business Management from Yeshiva University and holds an MBA from New York University’s Stern School of Business.
Aaron currently resides on the Upper West Side of Manhattan with his wife Michelle and their three children; Isabel, Jonah and Zak.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
