Aaron Romain
Aaron Romain is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high-net-worth individuals and their families, offering them a personalized approach for portfolio management and retirement planning. He also leads the team in Executive Stock Option Plans and 529 planning. As a Senior Portfolio Manager, Romain helps clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies.
Aaron Romain Professional Experience / Academic History
Professional Experience
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Managing Director and Wealth Management Advisor
Academic History
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Bachelor’s Degree in Psychology
CURRENT APPOINTMENTS
LICENSES AND CERTIFICATIONS
- Certified Financial Planner
- Chartered Retirement Planning Counselor
AWARDS AND RECOGNITIONS
- Romain was named to Forbes's "Best-in-State Wealth Advisors" list in February 2021, 2020, and 2019.
- He was named to Barron's "Top 1,200 Financial Advisors" list, March 2021 and 2020.