Aaron Burleson
Senior Financial Advisor, Vice President at Wilmington Advisors @ M&T | Severna Park, Maryland, United States
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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.
Senior Financial Advisor, Vice President at Wilmington Advisors @ M&T in January 2020 to Present
Financial Advisor, Assistant Vice President at M&T Bank in June 2013 to January 2020
Financial Consultant at M&T Bank in September 2006 to May 2011
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Retirement Planning
Series 7
Wealth Management
Strategic Financial Planning
Retirement
Mutual Funds
Investments
Asset Allocation
Investment Advisory
Series 63
Estate Planning
Financial Advisory
Fixed Annuities
Portfolio Management
Securities
Investment Strategies
Asset Management
Uniform Combined State Law
Insurance
Financial Analysis
Financial Planning
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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
Aaron Burleson Phone Numbers
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