Aaron Ellison is a Registered Representative with his Series 7 and Life and Health Insurance licenses. Aaron joined Heritage Financial Consultants, LLC in 2012 as an Insurance Specialist, coordinating the risk management process to help the planners at Heritage efficiently deliver and implement customized life insurance solutions for their clients. Seeking to make a more personal and holistic impact with clients, Aaron transitioned to a full financial planning position under Amy Brocious, CFP® in 2015.
Amy’s practice primarily focuses on comprehensive financial and retirement planning for individual clients as well as employees of large educational institutions. As a part of the Amy Brocious team, where service has and will remain our core value, our objective is to show each and every client that while their situation can be measured, their importance cannot without being understated.
EDUCATION AND CERTIFICATIONS
- BS in Behavioral Neuroscience Psychology from Washington College
- Thesis: The Relationship between Extraversion and Intelligence
- Registered Representative
- FINRA Series 7, Series 66 Scheduled
- Licensed for life, annuity, long-term care and health insurance
MAIN SERVICE AREAS
- Financial Planning
- Retirement Planning
- Education Funding
- Risk Management
ON A PERSONAL NOTE
Aaron was born in Clearwater, Florida and graduated from the St. Petersburg High School International Baccalaureate (IB) program. After St. Pete High, he attended Washington College (MD) on an academic scholarship, where he also played singles and doubles for the Varsity Tennis Team and received all-conference honors. Aaron currently resides in the Canton neighborhood of Baltimore.