With a comprehensive approach to investment and wealth management, Aaron works closely with affluent individuals and families to align their strategies with their financial goals—so they can live a life better served and adjust as their needs evolve. A Senior Vice President at Moran Wealth Management®, Aaron provides clients with thoughtful, personalized guidance to help them navigate complex financial decisions with confidence.
A CERTIFIED FINANCIAL PLANNER™ professional, Aaron also holds the Chartered Life Underwriter®, Chartered Financial Consultant®, and Retirement Income Certified Professional® designations. He advises clients on investment planning, estate considerations, and asset protection, and offers access to life insurance solutions when appropriate. In 2025, Aaron was recognized as a Five Star Wealth Manager by Five Star Professional.
Before joining Moran Wealth in 2021, Aaron spent over 15 years building his career in the financial services industry. He previously served clients at Northwestern Mutual, BB&T Wealth Management, and Regions Private Wealth. Aaron earned his degree in Finance from the University of Central Florida in 2005.
A fourth-generation Floridian born and raised in Fort Myers, Aaron enjoys an active life with his wife, Angela, and their two children, Andi, and Wade. Much of their free time is spent at the ballfield, where both parents coach their kids’ softball and baseball teams. As a family, they enjoy boating, fishing, and stone crabbing—Aaron’s newest hobby.
He’s a proud supporter of Captains for Clean Water and previously served on the board of Thrive, a nonprofit that supports pregnant women and single mothers. His favorite quote is: “Always stand on principle, even if you stand alone.” – John Adams.
With a comprehensive approach to investment and wealth management, Aaron works closely with affluent individuals and families to align their strategies with their financial goals—so they can live a life better served and adjust as their needs evolve. A Senior Vice President at Moran Wealth Management®, Aaron provides clients with thoughtful, personalized guidance to help them navigate complex financial decisions with confidence.
A CERTIFIED FINANCIAL PLANNER™ professional, Aaron also holds the Chartered Life Underwriter®, Chartered Financial Consultant®, and Retirement Income Certified Professional® designations. He advises clients on investment planning, estate considerations, and asset protection, and offers access to life insurance solutions when appropriate. In 2025, Aaron was recognized as a Five Star Wealth Manager by Five Star Professional.
Before joining Moran Wealth in 2021, Aaron spent over 15 years building his career in the financial services industry. He previously served clients at Northwestern Mutual, BB&T Wealth Management, and Regions Private Wealth. Aaron earned his degree in Finance from the University of Central Florida in 2005.
A fourth-generation Floridian born and raised in Fort Myers, Aaron enjoys an active life with his wife, Angela, and their two children, Andi, and Wade. Much of their free time is spent at the ballfield, where both parents coach their kids’ softball and baseball teams. As a family, they enjoy boating, fishing, and stone crabbing—Aaron’s newest hobby.
He’s a proud supporter of Captains for Clean Water and previously served on the board of Thrive, a nonprofit that supports pregnant women and single mothers. His favorite quote is: “Always stand on principle, even if you stand alone.” – John Adams.