Aaron DelSignore

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Member for 9 months
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Aaron has been in the financial services industry since 1999 and joined Merrill Lynch in 2012. His focus is on developing strategies and recommendations for high-net-worth individuals, their families and their businesses to help them meet their short-term and long-term financial goals. Aaron's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and understand clients' financial goals, service expectations, and their total financial needs. Second, Aaron devises a customized weath plan to most effectively help his clients reach their goals. Then he makes investment, planning, and lending recommendations (lending services are through Bank of America) designed to accurately reflect each client's unique financial situation and objectives. Lastly, he follows up with regular reviews covering the complete spectrum of each clients goals, including progress towards each client's particular goals, investment performance, risk management, wealth creation strategies, borrowing costs, estate planning services, asset preservation, and philanthropy. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning