Aaron joined his father and brother as an International Wealth Advisor at Merrill Lynch Wealth Management in 2015. Today he combines his financial acumen with his cultural understanding to help clients with exceptional wealth address their complex needs. Focusing on providing exemplary service with friendly, two-way communication is integral to his approach. Every situation, large or small, receives his full attention.
As a disciplined listener, Aaron is committed to taking the time to understand clients’ complete financial picture, as well as their life and investment goals before making any investment recommendations. He is always looking for indicators of any changes that may be going on in their lives and how those changes might affect their attitude toward risk or their wealth strategies.
Aaron earned a bachelor’s degree in Finance and Economics from Texas Christian University in Fort Worth. He currently lives in Dallas, and when he’s not helping the team with its business development and management, Aaron enjoys playing golf, fishing and hunting.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
