As Team Director of Trading and Assistant Portfolio Manager, Aaron is dedicated to offering personalized and comprehensive financial advice to each of his clients. His main focus on the team is providing professional investment guidance to help clients navigate the complex world of financial management.
Throughout his career, Aaron has consistently pursued knowledge to better serve his clients with confidence. While predicting the future may not be possible, staying informed about global market trends and being able to adapt to changes in real-time is crucial. He takes pleasure in sharing the Arrowhead Private Wealth approach to security analysis and investment management with clients and prospects, demonstrating how it can benefit them.
Aaron became a part of Wingrove Connolly Wealth Management Group of Wells Fargo Advisors in 2019 following his graduation from Texas A&M Corpus Christi with a B.B.A. in Finance in 2018. He is fully licensed with Series 7 and 66 registrations.
Outside of his professional life, Aaron enjoys spending quality time with his dog, Aspen, as well as engaging in activities such as skiing, fishing, hunting, golfing, and traveling.
We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 2025. I believe this award reflects the trust our clients have placed in us over the past years.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
