Aaron Eppard
Family Wealth Manager at Keel Point
Based in Washington, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Washington
Industry
Financial Services
Company size
86
Contact information
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a•••••••@keelpoint.com
Phone
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Background
About Aaron Eppard
As a CFP® Professional with over five years of experience in wealth management, I help ultra-high net worth families achieve their financial goals and preserve their legacy. I currently work as a Family Wealth Manager at Keel Point, where I partner with clients to provide comprehensive and customized wealth planning solutions, investment management, and family office services.
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