Aaron Combs is a CERTIFIED FINANCIAL PLANNERTM practitioner based in the Charlotte office. Aaron uses his years of being a planner to help clients achieve what is really important to them through in-depth financial planning. He combines this experience along with his background as a portfolio manager to help clients tailor their portfolios to meet their needs and goals.
Originally from Williamstown, WV, Aaron is a graduate of Winthrop University where he earned a Bachelor of Science in finance with a concentration in planning. Aaron enjoys sports and travel in his free time.