Aaron Berg

Aaron Berg, BFA™, has a diverse work experience in the financial industry. Aaron began their career as the Tennessee Branch Manager at First NLC Financial Services in 2005. Aaron later worked as a Team Leader at Wilmington Finance from 2006 to 2007. Aaron then joined JPMorgan Chase as a Lending Specialist from 2007 to 2008, where they excelled in loan origination and customer management. Aaron continued to grow in their career by joining Wells Fargo as a Licensed Financial Specialist in 2008 and held various managerial roles, including Store Manager and Vice President. During their time at Wells Fargo, they were responsible for leading and developing a high-performing team and delivering exceptional customer experiences. In 2015, Aaron joined BB&T as a Private Wealth Advisor II, Vice President, where they served as the primary financial advisor for affluent clients. Aaron then transitioned to Palmetto Premier Advisors in 2016 as a Financial Advisor and Registered Representative. Aaron provided full-service wealth management, cultivated relationships, and led clients through the financial planning process. In 2017, they joined PNC as a Financial Advisor before becoming a Partner and Director of Investments at ASE Financial Advisory Group later that year.

Aaron Berg, BFA™ attended PennWest Clarion from 1998 to 2003, where they obtained a Bachelor of Business Administration (B.B.A.) degree with a focus on Finance, General. In addition, they hold certifications from FINRA (Financial Industry Regulatory Authority) for the Series 66 and Series 7 exams.