Aaron is a Trading and Portfolio Operations Associate with Heritage Wealth Advisors. He is responsible for assisting with trade implementation and monitoring and rebalancing client portfolios.
Aaron came to Heritage after previously working as an advisor for Raymond James Financial and Cetera Investors. He attended Slippery Rock University in Pennsylvania where he obtained his Bachelor of Science Degree in Business Administration with a major in Finance. He is a holder of the Series 7 and Series 66 securities licenses and is working towards the CFA designation.