Aron McDonald Email & Phone Number
Head of Wealth Management @ The Stephenson National Bank & Trust
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Aron McDonald Location
- Marinette, WI, US
Aron McDonald Work
- 2023 -now Head of Wealth Management @
Aron McDonald Education
- ABA Stonier Graduate School of Banking
Graduate
2014-2016 - University of Pennsylvania - The Wharton School
Leadership Certificate
2014-2016 - Cannon Financial Institute
Granduate
2002-2002 - Cannon Financial Institute
Graduate
1998-2000 - Millikin University
BS
1990-1994 - Mahomet-Seymour High School 1986-1990
Aron McDonald Skills
- Executive Management
- Fiduciary Services
- Wealth Management Services
- Wealth Management
- Asset Management
- Comprehensive Wealth Management
- Strategic Financial Planning
- Personal Financial Planning
- Personal Trust Administration
- Estate Planning
- Retirement Planning
- Portfolio Management
- Investment Strategies
- Asset Allocation
- Wealth Accumulation
- Wealth Preservation Strategies
- Wealth Transfer Planning
- Multi-generational Planning
- Asset Protection
- Wealth
- Fiduciary
- Trusts
- Revocable Trusts
- Charitable Trusts
- Charitable Remainder Trusts
- High Net Worth Individuals
- Financial Planning
- Financial Advisory
- Investment Advisory
- Investment Management
- Investments
- Institutional Investments
- Endowment Funds
- Private Foundations
- Mutual Funds
- Alternative Investments
- Trust Services
- Securities
- Retirement
- Certified Financial Planner
- CTFA
- Finance
- Banking
- Private Banking
- Relationship Management
- New Business Development
- SunGard
- Irrevocable Life Insurance Trusts
- Special Needs Trusts
- Marathon
- Trail Running
- Backpacking
- Hiking
- Multi Generational Planning
Aron McDonald Summary
- Aron McDonald, based in Marinette, WI, US, is currently a Head of Wealth Management at The Stephenson National Bank & Trust. Aron McDonald holds a 2014 - 2016 Graduate @ ABA Stonier Graduate School of Banking. With a robust skill set that includes Executive Management, Fiduciary Services, Wealth Management Services, Wealth Management, Asset Management and more. Aron McDonald has 2 emails on RocketReach.
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Others Named Aron McDonald
Aron McDonald
Head of Wealth Management
Marinette, WI, US
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Hailey Schultz
Vice President Human Resources Manager
Wallace, MI, US
John Llinas
Vice President Business Banking
Marinette, WI, US
Amy Byrnes
VP of Loan Operations
Green Bay, WI, US
Shelly M.
Vice President, Chief Credit Officer
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Greg Salmen
President and CEO
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