Aaron Bates
Investment Advisor Representative

Aaron manages investments and consults with individuals. He is skilled in investment selection and retirement planning. He assists clients with corporate retirement plans, non-profit endowment funds and advises plan participants. He enjoys helping investors reach their full potential. Aaron joined the firm in 2004.

Extension: #234

Certifications

  • NASD-Series 6 License
  • State of Ohio Life & Health Insurance Licensed

Professional & Civic Associations

  • Leadership Ashland Board Member
  • United Way Campaign Volunteer
  • Ohio State University Alumni Member

Presentations

  • Investing 101
  • Financial/Retirement Planning Basics

Education
B.S. Ohio State University

Hobbies
Family, farming and sports

Personal
He and his wife, Aubrey, have one son, Keslar.
 

Areas of Expertise

Business questions
or
or

Investment Questions
or
or

QuickBooks Software Questions
or
or

Peachtree Software Questions
or