Aaron Simpson, CFP®, CLU®, ChFC®, RICP®

Senior Vice President

Aaron thoughtfully helps clients with a comprehensive investment approach, taking into consideration their current financial situation, short and long term goals, and their risk tolerance. He provides comprehensive investment advice, and strategies for investment planning, estate plan strategies and asset protection strategies as well as access to life insurance.

He has the following designations:
CFP – Certified Financial Planner
CLU – Chartered Life Underwriter
ChFC – Chartered Financial Consultant
RICP – Retirement Income Certified Professional

And is working on additional designations

Aaron  graduated from the University of Central Florida in 2005 with a degree in Finance. He worked for Northwestern Mutual in Naples for ten years before going to BB&T Wealth Management for two years. He spent three years with Regions Private Wealth before joining Moran WM in 2021.

Born and raised in Ft. Myers, Aaron is a 4th generation Floridian. He and Angela, his wife of 10 years, have Andi, age six and Wade, age three. Life with two little kids keeps them very busy! They go boating and fishing as much as they can. Aaron’s newest hobby is stone crab fishing, he goes out every couple of weeks and tries to fill his limit. His daughter Andi just started softball and his wife is coaching so you can find them on the ball field every Saturday.

Aaron’s favorite charity is Captains for Clean Water, favorite movie is Rudy and favorite quote is: “Always stand on principle even if you stand alone.” – John Adams

(239) 920-4462 |  Aaron.Simpson@MoranWM.com