Aaron Simon
2 Overlook Road
Overview
17
17
years of professional experience
Work History
Financial Advisor
LPL Financial
Seekonk
06.2025 - Current
Managing Director
Roseland Wealth Management
Seekonk
04.2017 - Current
- Managed investment strategies for over 100 families with total assets of $150 million
- Managed financial planning strategies
- Oversaw office personnel
Financial Advisor
Commonwealth Financial Network
Seekonk
04.2017 - 05.2025
Financial Advisor
Wells Fargo Advisors
Providence
02.2008 - 04.2017
- Senior VP of Investments
- Discretionary Portfolio Manager
Education
Bachelor of Arts - History
Hamilton College, NY, US
Clinton05-1996
Timeline
Financial Advisor
LPL Financial
06.2025 - Current
Managing Director
Roseland Wealth Management
04.2017 - Current
Financial Advisor
Commonwealth Financial Network
04.2017 - 05.2025
Financial Advisor
Wells Fargo Advisors
02.2008 - 04.2017
Bachelor of Arts - History
Hamilton College, NY, US