Financial Consultant
CurrentAdvise clients on retirement and risk issuesMarket financial resources to individual and businessesAnalyze client portfolios and recommend allocation changes
Jan 2019 - Present
AeroLeads people directory · profile
Aaron Samuels Email & Phone Number
Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure.
at
Tack Advisors
1 work email found
@larrymartinagency.com
6 phones found area 817, 325, and 405
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure.
Location
Dallas-Fort Worth Metroplex, United States
Who is Aaron Samuels? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Aaron Samuels is listed as Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure. at Tack Advisors, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at larrymartinagency.com, phone signal with area code 817, 325, 405, and a matched LinkedIn profile for Aaron Samuels.
Aaron Samuels previously worked as Financial Consultant at Tack Advisors and Financial Consultant at Equitable Advisors. Aaron Samuels holds Bs, Biology, General from Mcmurry University.
Company email context
Email format at Tack Advisors
This section adds company-level context without repeating Aaron Samuels's masked contact details.
{first}@larrymartinagency.com
86% confidence
AeroLeads found 1 current-domain work email signal for Aaron Samuels. Compare company email patterns before reaching out.
Profile bio
About Aaron Samuels
I am an experienced Financial Professional with a demonstrated history of working in the financial services industry. My mission is to have a greater impact on the community around me by helping each of my clients achieve financial independence through diligent education and planning.
Listed skills include Annuities, Asset Allocation Strategies, Business Succession Planning, Employee Benefits, and 54 others.
Current workplace
Aaron Samuels's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Aaron Samuels work experience
A career timeline built from the work history available for this profile.
Financial Consultant
CurrentAdvise clients on retirement and risk issuesMarket financial resources to individual and businessesAnalyze client portfolios and recommend allocation changesArkansas Insurance License#8358247Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
Jan 2020 - Present
Regional Vice President
The Bailey Group
Our firm focuses on life insurance for SBA lenders and their borrowers. Our FastTrak program provides a new life insurance policy with a collateral assignment withing an average of 7-10 days. We are a trusted resource for some of the largest SBA lenders in the country to help them close their loans on time.
Aug 2018 - Mar 2020
Financial Consultant
Advise clients on retirement and risk issuesMarket financial resources to individual and businessesAnalyze client portfolios and recommend allocation changes
Aug 2016 - Jan 2020
Team Leader
Jun 2011 - Jul 2016
Insurance & Financial Services Representative
Nov 2005 - Jun 2011
Customer Service Rep
Aug 2004 - Oct 2005
Admissions Counselor
May 2003 - Aug 2004
3 education records
Aaron Samuels education
Bs, Biology, General
Education record
Education record
Cleburne High School
FAQ
Frequently asked questions about Aaron Samuels
Quick answers generated from the profile data available on this page.
What company does Aaron Samuels work for?
Aaron Samuels works for Tack Advisors.
What is Aaron Samuels's role at Tack Advisors?
Aaron Samuels is listed as Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure. at Tack Advisors.
What is Aaron Samuels's email address?
AeroLeads has found 1 work email signal at @larrymartinagency.com for Aaron Samuels at Tack Advisors.
What is Aaron Samuels's phone number?
AeroLeads has found 6 phone signal(s) with area code 817, 325, 405 for Aaron Samuels at Tack Advisors.
Where is Aaron Samuels based?
Aaron Samuels is based in Dallas-Fort Worth Metroplex, United States while working with Tack Advisors.
What companies has Aaron Samuels worked for?
Aaron Samuels has worked for Tack Advisors, Equitable Advisors, The Bailey Group, Axa Advisors, Llc, and State Farm ®.
How can I contact Aaron Samuels?
You can use AeroLeads to view verified contact signals for Aaron Samuels at Tack Advisors, including work email, phone, and LinkedIn data when available.
What schools did Aaron Samuels attend?
Aaron Samuels holds Bs, Biology, General from Mcmurry University.
What skills is Aaron Samuels known for?
Aaron Samuels is listed with skills including Annuities, Asset Allocation Strategies, Business Succession Planning, Employee Benefits, Estate Planning Strategies, Financial Advisory Services, Financial Analysis, and Financial Consulting.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Aaron Samuels you were looking for.
Aaron Samuels
7 email domains
Aaron Samuels
2 email domains
Aaron Samuels
1 email domain
Aaron Samuels
1 email domain