Senior Vice President–Wealth Management
Passionate about delivering quality advice, Aaron has earned the Certified Financial Planner™ (CFP®) certification – the industry standard of excellence for financial planning. In addition to managing investment portfolios, his group focuses on full financial planning - assessing such issues as client income needs, taxes, titling, insurance, gifting, trusts, and all manner of unique family and business situations.
Aaron holds FINRA Series 7 and Series 66 securities licenses, a National Futures Association (NFA) Series 31 license, as well as several state Accident and Health, Life, and Variable Annuity licenses.
Aaron earned his B.A. in philosophy from the University of Utah and has post-graduate certifications from NYU in valuation and corporate finance. He is a student of investment valuation techniques. Aaron lives in Springboro with his two teenage sons.
**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Charles began working alongside Aaron Campbell as an intern in the summer of 2021 and was appointed to be his Client Service Associate after graduating Cum Laude from The Ohio State University in December of 2021. Charles received his Bachelor's degree in Business Administration with a specialization in Finance.
Wealth Planning Associate
Prior to joining UBS, Yaz began his career as a Sr. Analyst with Nationwide
Financial, in their Fixed and Stable Value Investments division out of Columbus,
OH. Yaz graduated from The University of Cincinnati (Dec. 2020) earning a degree
in Finance and Accounting. He also completed 4 Co-Op programs with 3 different
companies during his time as an undergraduate student.
Yaz lives in Mason, OH and enjoys spending time with his friends and family, as
well as exploring the downtown Cincinnati area and trying new restaurants.
He currently holds Series 6, 7 and 66 licenses as well as Ohio Life, Accident and
Health Insurance Licenses, while actively pursuing the AWMA® and CFP®