Courses: 1044
Aaron Shamshoian is a Director and a Wealth Strategies Advisor for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, Aaron keeps abreast of changes in the law and planning strategies that may affect clients, and assists in the preparation of materials on various estate and tax planning ideas that support Bank of America Private Bank including financial, tax and estate planning strategies for ultra-high net worth clients and their families.
Previously, he helped clients pursue their financial goals by providing personalized strategies in the areas of financial planning, estate planning, risk management, and philanthropy for Bank of America Private Bank. Aaron also coordinated with the client’s team of advisors to oversee and implement the recommended planning solutions.
Prior to joining the Bank of America, Aaron was a client advisor at Daintree Advisors, a boutique wealth management and financial planning firm in Boston. Aaron began his career as a portfolio accountant in Deutsche Bank’s Private Investment Counsel group.
Aaron earned his B.A. degree in Economics and International Studies from American University in Washington, DC. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.