Aaron Donato
Aaron Donato, CFP®, CPFA
Vice President
Wealth Management Advisor
Senior Portfolio Advisor
Aaron began his investment and financial services career in 2016 when he joined Merrill Lynch Wealth Management. Prior to working for Merrill, he worked for his father's company for 10 years. He works with families and their children to provide a link to the next generation by offering advice, guidance, and structure for the financial decision-making process. He has dedicated himself to learning about the intricacies of the team’s client’s financial situations, and provides them with sophisticated guidance. Aaron is a Wealth Management Advisor and a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. In his spare time, Aaron enjoys physical fitness, playing basketball, and is an avid reader.
Aaron is a graduate of The Pennsylvania State University with a BS in Business Management. He is a CERTIFIED FINANCIAL PLANNER™ professional. He currently holds the Wealth Management Advisor and Senior Portfolio Advisor titles, the Series 7 & 66 FINRA registrations, and Life, Accident & Health Insurance licenses.
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.
