Aaron began his career as a financial advisor at Morgan Stanley in the Baltimore area. Prior to joining RBC Wealth Management in Easton, Maryland, he worked at one of the nation’s leading independent advisory firms, providing family-office style investment advisory services, business succession planning and estate preservation strategies to some of the nation’s most successful business owning families, institutions and endowments.
Aaron has extensive experience with managing individual investment portfolios on a discretionary basis and providing comprehensive wealth planning to corporate executives and business owning families. He has passed the Series 7, 9, 10, 31 and 66 exams and holds life and health insurance licenses as well as his CERTIFIED FINANCIAL PLANNER™ certification. The multi-year CFP® program entails in-depth courses, training, and comprehensive board examinations in all areas of financial planning including investment analysis, corporate and individual taxation, risk management and insurance, estate and retirement planning.
Aaron graduated from Towson University with a bachelor’s degree in finance and did his graduate work in financial planning through New York University. While earning his degree, Aaron played four years of Division-1 baseball and was the recipient of the Towson University “Tiger Leadership Award” for his efforts on and off the baseball field.
Aaron lives in Easton with his wife, Meggie, who was an All-American lacrosse player at Towson University where they first met, along with their two children, Poppie and Peter. Aaron is committed to giving back to the community by volunteering for many local organizations such as St. Vincent de Paul, Talbot Mentors, ShoreRivers and in 2020 accepted active positions on the Easton Memorial Hospital Planned Gifts Committee as well as the Sultana Educational Foundation Board of Directors.
Outside of the office, Aaron enjoys spending quality time with his family and friends, early morning workouts, playing golf and collecting wine (occasionally tasting, of course) .
