Aaron Kassler

About Aaron Kassler

Aaron Kassler lives in Orlando, Florida with his wife Rebecca and their growing boys, little girl, and baby boy. In his free time, Aaron enjoys spending time with his wife and four children, leadership, weightlifting, coffee with friends, music, the beach, reading, and playing tennis & golf. Aaron is a second-generation Wealth Management professional with over 25 years of family experience. Now Aaron co-leads multiple full-serviced Morgan Stanley Wealth Management teams which include tenured Private Wealth Management services of Morgan Stanley Experience-High Net Worth Wealth Management -Exit Strategies for Business Owners -Professional Comprehensive Financial Planning -Private Equity, Hedge Strategies, and unique Private Strategies -Portfolio Risk management -Portfolio Hedging strategies -Portfolio Income generation -Professional Athletes & Artists -Cash Management and Lending Solutions -Trust / Estate Planning Strategies -Retirement Planning -401(k) Plans, Fiduciary Services, and Retirement Plan Wealth Management -Insurance strategies NMLS#: 979083 Aaron Kassler is a registered Financial Advisor. 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 a Certified Exit Planning Advisor, through the Exit Planning Institute™. Additionally, he received the Chartered Retirement Planning Counselor℠, CRPC®, national designation from the College for Financial Planning. Aaron is a Qualified Plan Financial Consultant, QPFC, Designation, through the National Association of Plan Advisors, placing him among highly-trained advisors and retirement plan professionals — demonstrating his knowledge, skilled focus, commitment, and a professional team-based approach to working with retirement plans.

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Dec 2021 — Present

   Aaron Kassler\'s wealth management team provides comprehensive wealth management, financial planning, private wealth, and investment management for affluent families, businesses, and business owners across the entire United States. ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee. NMLS#: 979083

Education

• Kingston High School

  High School Diploma

  1998 — 2002

• EBI

  Non Accredited Certificate Program

  2002 — 2005

• Regent University Masters Program

  Attended no Degree Conferred

  2005 — 2007

• College for Financial Planning

  Accredited Certificate Program

  2013 — 2013

• The Wharton School

  Accredited Certificate Program

  2016 — 2016