Aaron Burleson Email & Phone Number

Aaron Burleson

Senior Financial Advisor, Vice President at Wilmington Advisors @ M&T | Severna Park, Maryland, United States

Aaron Burleson Socials
About Aaron Burleson

As a Senior Financial Advisor and Vice President at Wilmington Advisors @ M&T, Aaron Burleson brings a wealth of expertise and a personalized approach to investment and insurance guidance. With a strong foundation in retirement planning, estate planning, and strategic financial planning, Aaron is dedicated to helping clients navigate their financial journeys with confidence. His role as an investment advisor representative through LPL Financial allows him to offer a comprehensive suite of securities and advisory services tailored to meet the unique needs of each client.

Aaron's commitment to building lasting relationships is evident in his approach; he prioritizes making clients feel comfortable and understood, ensuring that they receive responsible recommendations that align with their financial goals. His proficiency in financial analysis and investment strategies enables him to craft customized plans that not only address immediate needs but also pave the way for long-term financial security.

Currently, Aaron is involved in several key projects that focus on enhancing client education and engagement, particularly around retirement planning and investment strategies. He leverages his Series 7 and Series 63 licenses to provide clients with informed insights into market trends and opportunities. By integrating his extensive knowledge of securities and the Uniform Combined State Law, Aaron ensures that his clients are well-equipped to make informed decisions. At Wilmington Advisors, he embodies the philosophy that financial guidance is not just a process but a collaborative journey, fostering trust and transparency every step of the way.

Aaron Burleson Work
1 experience icon

Senior Financial Advisor, Vice President at Wilmington Advisors @ M&T in January 2020 to Present

2 experience icon

Financial Advisor, Assistant Vice President at M&T Bank in June 2013 to January 2020

3 experience icon

Financial Consultant at M&T Bank in September 2006 to May 2011

Aaron Burleson Skills

Retirement Planning

Series 7

Wealth Management

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Frequently Asked Questions about Aaron Burleson

What is Aaron Burleson email address?

Email Aaron Burleson at [email protected]. This email is the most updated Aaron Burleson email found in 2026.

What is Aaron Burleson phone number?

Aaron Burleson phone number is +14103157684 and +14106535843.

How to contact Aaron Burleson?

To contact Aaron Burleson send an email to [email protected]. If you want to call Aaron Burleson try calling on +14103157684 and +14106535843. (updated on November 04, 2024)

What company does Aaron Burleson work for?

Aaron Burleson works for Wilmington Advisors @ M&T

What is Aaron Burleson's role at Wilmington Advisors @ M&T?

Aaron Burleson is Senior Financial Advisor, Vice President

What industry does Aaron Burleson work in?

Aaron Burleson works in the Environmental Services industry.

Aaron Burleson Email Addresses

Email Aaron Burleson at [email protected]. This email is the most updated Aaron Burleson email found in 2026.

Aaron Burleson Phone Numbers

Aaron Burleson phone number is +14103157684 and +14106535843.
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