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  • Name:Merrill Lynch
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    Aaron Kassler, Vice President, CIMA CPFA CRPC

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      PROFILE INFO
      Business Name:Merrill Lynch

      Wealth Management
       Business Category:Financial Advisor & Planner Church Affiliation:First Baptist Church Orlando Member Name :Aaron Kassler, Vice President, CIMA CPFA CRPC Country:United States
      CONTACT INFO
      Website:https://fa.ml.com/aaronkassler LinkedIn:
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        • About / Bio

          Aaron Kassler is Vice President, Senior Financial Advisor, and Senior Portfolio Advisor at Merrill Lynch at the Central Florida Downtown Orlando Office.  Before his career at Merrill Lynch, Aaron was a full-time career Pastor, serving churches throughout the country.  Aaron lives in Orlando, Florida with his wife Rebecca and their growing boys and girl.  In his free time, Aaron enjoys spending time with his wife and children, leadership, weightlifting, coffee with friends, writing songs, the beach, reading, and playing tennis & golf.  Aaron and his Father in Law "Judd Peterson" started their wealth management team at Merrill for over 25 years ago.   

          Experience:
          -High Net Worth Management
          -Private Equity
          -Portfolio Downside Risk management
          -Portfolio Income generation
          -Professional Athletes
          -Cash Optimization
          -Trust / Estate Planning Services
          -Residential Home Lending Services through Bank of America, N.A.
          -NMLS: 979083
          -Business Banking
          -Retirement Planning
          -Insurance strategies


          Aaron Kassler is a registered Senior Financial Advisor, and Senior Portfolio Adviser.  A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
          Aaron completed the University of Pennsylvania's "Wharton" Business School's Executive Education program, for advanced Investment Consulting education.

          Aaron Kassler is a Certified Investment Management Analyst®, CIMA® designee, through the Investments & Wealth Institute™.  Aaron is also a Certified Plan Fiduciary Adviser designee, through the National Association of Plan Advisers.  Additionally, he received the Chartered Retirement Planning Counselor℠, CRPC®, national designation from the College for Financial Planning.

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