Aaron Smith

Financial Advisor
1 Cowboys Way
Frisco TX 75034
(940) 297.6986
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Our mission is to help individuals and families build, preserve, and grow their wealth through thoughtful financial guidance and long-term collaboration. We strive to simplify complex financial decisions, provide advice tailored to each client’s unique goals, and create strategies designed to give them greater confidence in their financial future.
Profile

Aaron Smith is a Financial Advisor dedicated to helping individuals and families make confident, informed decisions about their financial futures. He takes a relationship-driven approach to wealth management, focusing on understanding each client’s goals, priorities, and long-term vision before developing a personalized financial strategy.

About Me
Get to Know Aaron

Prior to becoming a Financial Advisor, Aaron served in the United States Marine Corps as an infantryman. His military service helped shape the discipline, accountability, and commitment to others that he brings to his work with clients today.
Aaron holds a bachelor's degree in Political Science from Arizona State University and maintains the FINRA Series 7, 63, and 65 securities registrations.
Outside of work, Aaron enjoys spending time with his wife and family, playing golf, staying active, and continuing to learn through reading and studying history, leadership, and finance.

About Merrill

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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.

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Aaron Smith is registered to do business in AR, CO, FL, LA, NM, OK, TX.