Partner | Wealth Manager
CurrentKingsview is a multi-faceted, fee based investment advisory firm that believes successful investment management begins with sound financial planning.
Sep 2020 - Present
AeroLeads people directory · profile
Aaron Das Email & Phone Number
Partner | Wealth Manager at Kingsview Partners
at
Kingsview Partners
1 work email found
@kingsviewam.com
4 phones found area 314, 678, and 770
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Partner | Wealth Manager at Kingsview Partners
Location
Atlanta Metropolitan Area, United States, United States
Company size
Who is Aaron Das? Overview
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Quick answer
Aaron Das is listed as Partner | Wealth Manager at Kingsview Partners at Kingsview Partners, a company with 70 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at kingsviewam.com, phone signal with area code 314, 678, 770, and a matched LinkedIn profile for Aaron Das.
Aaron Das previously worked as Partner | Wealth Manager at Kingsview Partners and Financial Advisor at Wells Fargo Advisors. Aaron Das holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Emmanuel College Ga.
Company email context
Email format at Kingsview Partners
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{first_initial}{last}@kingsviewam.com
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AeroLeads found 1 current-domain work email signal for Aaron Das. Compare company email patterns before reaching out.
Profile bio
About Aaron Das
Partner and Wealth Manager Aaron Das operates his Independent Investment Advisory practice at Kingsview Partners, bringing 16 years of experience to his clients.Aaron was born in India, moving to Atlanta, Ga with his family when he was 8 years old and has remained in the area ever since. Growing up in Georgia, he has been raised to share his southern hospitality with everyone. After graduating from Emmanuel College with a degree in Business Administration he began his career in finance as a banker for BB&T Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor.Aaron chose a career in Financial Services because of his personal passion and intrigue for investing, growing wealth, and making sense of it all during the ups and downs.He thrives on assisting clients in understanding how the markets function and helping them feel comfortable investing and planning for their future.Operating under a fiduciary standard along with Kingsview’s multi-custodian, fee-based platform, Aaron provides personalized advice, client centric financial planning, professional portfolio management, streamlined performance reporting, and collaboration with tax and legal experts. He remains dedicated to establishing long term relationships built on the solid core values of trust and integrity.Aaron enjoys an active lifestyle with his family. Outside of work, he enjoys spending quality time with his family which includes hiking, mountain biking, learning to surf, watching soccer, staying fit, creating art, playing drums and traveling the world. He is also a big foodie!
Listed skills include Investments, Retirement Planning, Insurance, Mutual Funds, and 6 others.
Current workplace
Aaron Das's current company
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Kingsview Partners
4 roles
Aaron Das work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
Nov 2012 - Sep 2020
Personal Banker
Aug 2009 - Nov 2012
Relationship Banker
Dec 2006 - May 2008
Team & coworkers
Colleagues at Kingsview Partners
Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →
JF
Josh Farley
Colleague at Kingsview Partners
Mount Carmel, Illinois, United States, United States
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SM
Sonia Molina
Colleague at Kingsview Partners
Los Banos, California, United States, United States
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JV
Jon Vanslooten
Colleague at Kingsview Partners
Toledo, Ohio, United States, United States
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CG
Chris G. Cantu, Col Usaf(Ret)
Colleague at Kingsview Partners
United States, United States
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AS
Abigail Spencer
Colleague at Kingsview Partners
Grants Pass, Oregon, United States, United States
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JT
Justin Troster
Colleague at Kingsview Partners
Amarillo, Texas, United States, United States
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SA
Shannon Avery, Aams®
Colleague at Kingsview Partners
Greensboro, North Carolina, United States, United States
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ZC
Zachary Crist
Colleague at Kingsview Partners
Portland, Oregon, United States, United States
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JB
Jeffery Barnes
Colleague at Kingsview Partners
Crestview-Fort Walton Beach-Destin Area, United States
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DB
Dixie Brown
Colleague at Kingsview Partners
Stoneville, North Carolina, United States, United States
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Josh Farley
Colleague at Kingsview Partners
Mount Carmel, Illinois, United States, United States
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SM
Sonia Molina
Colleague at Kingsview Partners
Los Banos, California, United States, United States
View →
JV
Jon Vanslooten
Colleague at Kingsview Partners
Toledo, Ohio, United States, United States
View →
CG
Chris G. Cantu, Col Usaf(Ret)
Colleague at Kingsview Partners
United States, United States
View →
AS
Abigail Spencer
Colleague at Kingsview Partners
Grants Pass, Oregon, United States, United States
View →
JT
Justin Troster
Colleague at Kingsview Partners
Amarillo, Texas, United States, United States
View →
SA
Shannon Avery, Aams®
Colleague at Kingsview Partners
Greensboro, North Carolina, United States, United States
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ZC
Zachary Crist
Colleague at Kingsview Partners
Portland, Oregon, United States, United States
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JB
Jeffery Barnes
Colleague at Kingsview Partners
Crestview-Fort Walton Beach-Destin Area, United States
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DB
Dixie Brown
Colleague at Kingsview Partners
Stoneville, North Carolina, United States, United States
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1 education record
Aaron Das education
FAQ
Frequently asked questions about Aaron Das
Quick answers generated from the profile data available on this page.
What company does Aaron Das work for?
Aaron Das works for Kingsview Partners.
What is Aaron Das's role at Kingsview Partners?
Aaron Das is listed as Partner | Wealth Manager at Kingsview Partners at Kingsview Partners.
What is Aaron Das's email address?
AeroLeads has found 1 work email signal at @kingsviewam.com for Aaron Das at Kingsview Partners.
What is Aaron Das's phone number?
AeroLeads has found 4 phone signal(s) with area code 314, 678, 770 for Aaron Das at Kingsview Partners.
Where is Aaron Das based?
Aaron Das is based in Atlanta Metropolitan Area, United States, United States while working with Kingsview Partners.
What companies has Aaron Das worked for?
Aaron Das has worked for Kingsview Partners, Wells Fargo Advisors, Wells Fargo, and Bb&T.
Who are Aaron Das's colleagues at Kingsview Partners?
Aaron Das's colleagues at Kingsview Partners include Josh Farley, Sonia Molina, Jon Vanslooten, Chris G. Cantu, Col Usaf(Ret), and Abigail Spencer.
How can I contact Aaron Das?
You can use AeroLeads to view verified contact signals for Aaron Das at Kingsview Partners, including work email, phone, and LinkedIn data when available.
What schools did Aaron Das attend?
Aaron Das holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Emmanuel College Ga.
What skills is Aaron Das known for?
Aaron Das is listed with skills including Investments, Retirement Planning, Insurance, Mutual Funds, Risk Management, Asset Allocation, Investment Planning, and Wealth Planning.
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