Aaron Stein, CFP®, is a Portfolio Manager at Morgan Stanley Wealth Management, where they assist with asset allocation, investment manager selection, and tax-efficient trading for high-net-worth and ultra-high-net-worth clients. From 2022 to 2024, they served as a Financial Planning Associate and have completed various roles in financial advising, including their time at Merrill Lynch in 2019 and 2020. Aaron holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation along with Series 7 and Series 66 licenses.
This person is not in the org chart
This person is not in any teams
This person is not in any offices