Aaron Cherry Cfp®,Chfc®, Email & Phone Number

Dallas/Fort Worth Area

Provide comprehensive financial planning and investment management.

Highland Park

Aaron Cherry, MBA,CFP®,CHFC®,CWS®- Manage comprehensive wealth management relationships for approximately 225 affluent families. - Provide holistic advice and planning regarding complex financial issues and strategies.- Primary areas of advice include retirement strategies, risk management, wealth accumulation and preservation, income planning, asset allocation, insurance and estate planning.- Serve as primary trusted advisor coordinating my team of financial planners, estate/trust specialist, insurance specialist, long-term care advisors, wealth management property and casualty advisors and third party advisors including CPAs and attorneys to achieve client’s goals.- Mentor and train new and existing wealth managers in business development, financial planning, presentations, and managing their practice.- Consistently in top 5% wealth managers nationwide- Invited to Champions Conference for 2014 and 2015 recognizing the top 10% of wealth managers nationwide.- Exceeded full year managed money sales goals by end of the 2nd quarter for 2013, 2014 and 2015. - Ranked #1 out of 180 wealth managers nationwide in 2013 in client satisfaction with anonymous client survey results of 9.9 out of 10. - Top producing wealth manager for Dallas and Houston markets for 2013.

Dallas

-Responsible for design, development and execution of comprehensive financial plans for clients using Naviplan -Management and execution of an Executive Bonus Plan for Corporate Clients, including meeting with executives and providing financial guidance in areas of investments, estate planning, debt, risk management-•Management of corporate retirement plan clients including plan design, investment selection, fiduciary reviews, developing Investment Policy Statements, and conducting enrollment seminars.

Westlake, Tx

-Member of specialized top sales team responsible for providing end to end solutions for our High Net Worth 401k clients using consultative needs based analysis resulting in improved asset retention and acquisition. •Consistently close $15 million+ in sales per quarter for Fidelity •Maintain and follow up on approximately 200 clients while taking on new clients daily to move business forward to a more permanent and integrated relationship with Fidelity. •Worked with management to perform market analysis at team, site and national levels to recommend ways to improve and maintain sales levels 20-30% above industry average.•Top 10% in sales for the department first year and was #1 producer leading to an invitation to join top sales team.

Master Of Business Administration (M.B.A.)

Chartered Financial Consultant

Certified Wealth Strategist

Certified Financial Planner

Bachelor Of Business Administration (B.B.A.), Marketing