Senior Vice President–Wealth Management
Financial Advisor
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.**
Senior Vice President–Wealth Management
Financial Advisor
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.**
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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