Brokers · #1978
Aaron Kassler
- Address
- 201 E. Pine Street
- Address line 2
- Suite 1100
- Location
- Orlando, FL 32801 United States
- Phone
- (407) 418-1036
- Description
- Aaron Kassler, CIMA® CEPA® CRPC® QPFC, serves as Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management. As an experienced Certified Investment Management Analyst (CIMA®) Aaron Kassler specializes in designing and managing Custom Managed Strategies and Private Markets Portfolios for High-Net-Worth clients. Aaron is a Certified Exit Planning Advisor (CEPA®), and he and his team work closely with national M&A Advisory Firms, Business Brokers, & Intermediaries by providing unique Capital Gains Exit-Strategies and private investment solutions to their High-Net-Worth Sellers and Buyers nationwide. Aaron is happily married to his wife of over 15 years, enjoys their 4 growing children, and of course his favorite superhero: "Superman".
- Specialties
- Business Services, Finance & Insurance