Alexander Aaron
Private Client Advisor, Fisher Investments Canada
- Role
- Investment Counselor at Fisher Investments
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Alexander Aaron
Experienced investment professional with a demonstrated history of working in the financial services industry. Strong business development professional with a Bachelor’s Degree focused in Finance -(Minor, Accounting) from University of Central Florida.
Experience
Investment Counselor
Oct 2023 — Present · Tampa, FL, US
As an Investment Counsellor at Fisher Investments, I serve as the trusted voice for our Canadian clients. With a commitment to fiduciary responsibility, I partner with our internal teams to deliver exceptional service and personalized financial solutions. Here’s what sets me apart-Client Advocacy: I collaborate closely with portfolio decision-makers, research teams, and client service associates to ensure our clients receive the best possible experience. Their financial well-being is my top priority-Holistic Approach: I appreciate that financial success extends beyond commissions. Our fee-only structure aligns with clients’ best interests, allowing me to focus on tailored strategies and long-term goals-Market Insights: Leveraging Fisher Investments’ unique training program, I stay informed about finance, capital markets, and our firm’s distinctive approach. I educate clients on top-down portfolio strategies and guide them through market events-Relationship Building: Trust is paramount. I proactively connect with clients quarterly, reviewing asset allocation and ensuring alignment with their financial objectives-High-Net-Worth Focus: Collaborating with our renowned sales team, I gradually build a roster of high-net-worth clients, providing personalized guidance and investment solutions.
Education
University of Central Florida
Bachelor’s Degree, Finance - (Minor, Accounting)
2013 — 2016
Lake Sumter State College
Associate of Arts (A.A.)
2013 — 2013
Skills
- Data Entry
- Outlook
- Microsoft Office
- Teamwork
- Fundraising
- Social Media
- Research
- Time Management
- Powerpoint
- Microsoft Excel
- Public Speaking
- Microsoft Word
- Access
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