Aarone’s career has spanned over three decades in the financial services industry. He began with Morgan Stanley Dean Witter in the early 1990’s which led to working with mass affluent clients throughout the country. During his career, Aarone has worked in several different areas of our industry; including managing an advisory branch with over $1 billion in client assets, assisting clientele with their retirement, overall planning and asset management needs, as well as coaching advisors in developing their own best practices to serve clients. He has also provided financial wellness education lectures by speaking at several Fortune 500 companies, special interest groups, and local municipal venues. Aarone thrives on helping his clients find comfort in their financial decision-making process and helping his fellow advisors’ with any and all insights he has gained over the years.