NAVIGATING YOUR WEALTH
We help you create a total financial plan to guide and advise you, realized through good, proactive decisions with integrity.
— Isaiah 40:26
We put the needs of our clients first and work with integrity. If you don’t have trust, you have nothing.
One of my goals in starting this company, after working as an employee at Edward Jones and Morgan Stanley, was to invite my sons into this venture. Their energy and enthusiasm for life keeps me young and smiling! They have watched Kandice and I, build friendships and clients for almost 2 decades. It has been intensely rewarding in a really enriching way.
Additionally, we chose to associate with Raymond James because we believe the firm is also dedicated to your best interests.
In 2003, I, Aaron, began building the foundation for what has become a lifelong joy of service to others in this career. I have developed steps that help you to align your strategy with your goals rather than some arbitrary benchmark. The result is a goals-based approach to planning your future. I explain to you in simple terms what we do, and how we can help, learn your story, and how you got to be where you are. I love to ask questions, and am curious even more, about what is important to you and your future, your lifestyle, your interests and pursuits!
We want to offer the best thinking, recommendations and solutions available for your financial situation, and after some conversation, we can decide mutually, if we can work together.
During this 30-minute introductory phone call, we’ll explain who we are and what we do for our clients. We’ll make sure your unique situation matches our expertise. Click on the calendar to select your call appointment.
The goal of this 60-minute meeting is to get to know you and become clear on your financial goals, needs, and concerns.
If we have decided to work together, we will move on to establishing a client relationship.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
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