Aaron Stevens CFP®

Managing Director - Investments


Aaron began his professional career in wealth management in 2007 with the conviction that everyone needs a solid plan to address their financial goals and to help protect themselves and their families from the unexpected. He strives to put as much emphasis on the relationship as he does on the quality of the advice.  Aaron realizes that the strength of his practice is solely and individually noted by the confidence of his clients.

Background and Experience

For over a decade Aaron has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Aaron has dedicated his career to delivering the personalized investment planning services his clients deserve. Aaron began his career as a Financial Advisor with Wells Fargo Advisors in Delray Beach, where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2007 and provided personalized financial advice for individuals and families. In 2015, Aaron earned the CFP ® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

Aaron’s passion for learning doesn’t end there. Growing up in a small town as the oldest of six he moved to Florida to attend college. After earning his bachelor’s degree at Florida Atlantic University, he moved to Hawaii where he lived for 5 years. After island life, he settled back in Delray Beach and almost 15 years later still loves all that South Florida has to offer.

Now, as a partner at Stoic Financial, Aaron continues to offer personalized service and caring attention, with the strength of LPL Financial behind him. This empowers him to advise his clients with honest financial advice without the multitude of conflicts that are so characteristic throughout the financial industry. He takes great pride in the trust and confidence clients place with him.

Away from the office

Aaron spends his free time with his wife, Jennifer, an account executive, and their two daughters, Ava and Mackenzie. They like to stay active both physically and mentally, whether is enjoying CrossFit or spending time at the beach. Aaron especially enjoys playing golf, and traveling with his family.