Aaron McNiel

Regional Leader Wealth Advisor Financial Advisor @Primerica

Dallas-Fort Worth, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2025 — Present

Regional Leader Wealth Advisor Financial Advisor @Primerica

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As a Financial Advisor, I partner with clients to help them turn their retirement goals into a plan of action. I take the time to understand what matters most, then analyze and recommend investments suited to their needs. My goal is to provide clear guidance and a practical path forward, so clients feel prepared for the retirement they want.Aaron McNiel, CFMAaron McNiel, CFM

EDUCATION

N/A

Cornell University

Certified Financial Manager

1995 — 1998

The University of Texas at Dallas

Bachelor of Applied Science - BASc

2006 — 2008

University of Phoenix

Master of Business Administration - MBA

ABOUT AARON MCNIEL

I work in business lending and deal advisory with a focus on helping buyers and operators…

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Aaron McNiel — Regional Leader Wealth Advisor Financial Advisor at Primerica in Dallas-Fort Worth, TX, US | Unifers