Aaron Tellez Email & Phone Number
Managing Director, TWM | Branch Manager, RJFS @ Tellez Wealth Management With Raymond James
Aaron Tellez's Location
Las Vegas, Nevada, United States
Aaron Tellez's Work
- Managing Director, TWM | Branch Manager, RJFS @ Tellez Wealth Management With Raymond James
- Branch Manager @ Financial Services Company
- Financial Advisor @ UBS
- Financial Advisor @ Morgan Stanley
- Senior Clinical Hospital Representative @ Merck
- Senior Clinical Hospital Representative @ Genentech
Aaron Tellez's Education
- Santa Clara University
Bachelor of Science (Biology)
- University of Arizona
(Toxicology)
Aaron Tellez's Skills
- Series 7
- Retirement
- Finance
- Retirement Planning
- Financial Advisory
- Financial Services
- Asset Allocation
- Strategic Financial Planning
- Wealth Management
- Financial Planning
Aaron Tellez's Summary
Aaron Tellez, based in Las Vegas, Nevada, United States, is currently a Managing Director, TWM | Branch Manager, RJFS at Tellez Wealth Management With Raymond James, bringing experience from previous roles at Ameriprise Financial Services, Inc., Ubs, Morgan Stanley and Merck. Aaron Tellez holds a Bachelor of Science in Biology @ Santa Clara University. With a robust skill set that includes Series 7, Retirement, Finance, Retirement Planning, Financial Advisory and more, Aaron Tellez contributes valuable insights to the industry.
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