Qualifications
Aaron began his career as a financial advisor at Morgan Stanley and prior to joining RBC Wealth Management in Easton, 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 multigenerational wealth planning to corporate executives and business-owning families. He passed the Series 7, 9, 10, 31 and 66 exams, holds life and health insurance licenses, and earned the CERTIFIED FINANCIAL PLANNER™ certification.
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 undergraduate degree, Aaron played four years of Division I baseball and was the recipient of the Towson University Tiger Leadership Award for his efforts on and off the baseball field.
Personal
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 three children, Poppie, Peter and Rory. Aaron is committed to giving back to the community by volunteering for many local organizations since moving to Easton and holds active roles on several local boards, such as the Easton Memorial Hospital finance and planned gifts committees, the Mid-Shore Community Foundation, as well as the Sultana Education 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).
