As Partner, Director of Investments, Aaron Berg is essential to Key Client Relationships, identifying Subject Matter Experts for High Income Taxpayers™, and the Investment Philosophy of ASE Financial Advisory Group. In addition to overseeing the preparation and ongoing management of our clients’ individual financial plans, he is responsible for quarterly and annual financial updates and investment portfolio reviews, including recommendations to our advisors and implementation.
With over 14 years of experience in the financial services industry, Aaron’s extensive knowledge includes relationship management, comprehensive financial planning, tax management, cash flow strategies, retirement planning, estate planning, portfolio policy and analysis, and more. He brings a truly holistic value to our practice and our clients.
Aaron spearheads our clients’ Exploratory, Evaluation, and Engagement meetings, as well as clients’ Semi-Annual and Annual team meetings and Quarterly Strategy Meetings. Outside of the ASE family, he also engages other industry professionals and our network of strategic partnerships to assist our advisors in delivering holistic financial planning and advice.
Prior to joining ASE Financial Advisory Group, Aaron worked for a number of leading firms including PNC Investments, Palmetto Premier Advisors, and a Private Wealth Advisor with BB&T Wealth. He also served as Branch Manager with Wells Fargo Bank in Greenville.
Outside of the office, Aaron looks forward to spending time with his wife, Ethel, their children Sebastian, Spencer, and Emma. He also enjoys volunteering as a coach for his son’s baseball team. Actively involved in his community, Aaron served as a Team Captain for the American Cancer Society and Leukemia & Lymphoma Society as well as the American Heart Association.