Aaron Kassler

Aaron Kassler, CIMA® CEPA® CRPC® QPFC, serves as Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management. As an experienced Certified Investment Management Analyst (CIMA®) Aaron Kassler specializes in designing and managing Custom Managed Strategies and Private Markets Portfolios for High-Net-Worth clients. Aaron is a Certified Exit Planning Advisor (CEPA®), and he and his team work closely with national M&A Advisory Firms, Business Brokers, & Intermediaries by providing unique Capital Gains Exit-Strategies and private investment solutions to their High-Net-Worth Sellers and Buyers nationwide. Aaron is happily married to his wife of over 15 years, enjoys their 4 growing children, and of course his favorite superhero: "Superman".

Specialty Areas

• Business Services
• Finance & Insurance