Aaron Berg

Aaron Berg, BFA™, CEPA®, has a diverse and extensive work experience in the financial industry. Aaron is currently serving as a Partner and Director of Investments at ASE Private Wealth™ since October 2017. Prior to this, Aaron worked as a Financial Advisor at PNC from June 2017 to October 2017.

Before joining PNC, Aaron held the role of Financial Advisor and Registered Representative at Palmetto Premier Advisors from July 2016 to June 2017. In this role, they provided full-service wealth management to clients, cultivating and managing relationships with high net-worth individuals in the Greenville community. Aaron also played a crucial role in leading clients through the holistic financial planning process, addressing their various needs including investment management, risk management, tax planning, and more.

Earlier in their career, Aaron served as a Private Wealth Advisor II and Vice President at BB&T from August 2015 to April 2016. Aaron acted as the primary financial advisor for affluent clients, providing financial products and services and managing ongoing relationships.

Prior to BB&T, Aaron worked at Wells Fargo for a significant period, starting from November 2008 to May 2015. During their tenure, they held various roles, including Store Manager III, II, I, and Licensed Financial Specialist. In these positions, Aaron led an affluent client strategy, managed a banking location, recruited and developed top-performing team members, and collaborated with senior leadership to develop market strategies. Aaron also played a crucial role in credit production and ensured an excellent customer experience.

Before joining Wells Fargo, Aaron gained experience as a Lending Specialist at JPMorgan Chase from June 2007 to September 2008, where they originated and processed various home loans. Their exceptional performance led him to be recognized as a top producer and outstanding relationship manager.

Earlier in their career, Aaron served as a Team Leader at Wilmington Finance from April 2006 to June 2007 and as the Tennessee Branch Manager at First NLC Financial Services from July 2005 to March 2006.

Throughout their career, Aaron has showcased their expertise in financial planning, investment management, relationship management, and leadership, consistently delivering exceptional results to both individual and institutional clients.

Aaron Berg, BFA™, CEPA® attended PennWest Clarion from 1998 to 2003, where they obtained a Bachelor of Business Administration (B.B.A.) with a focus on Finance, General. In addition, they hold certifications such as the FINRA Series 66, obtained in December, and the FINRA SERIES 7.