People
Jeffrey R. Aron, CFP®
Vice President, Director of Financial & Estate Planning
Jeff is North American Management’s Director of Financial & Estate Planning. Jeff specializes in servicing the unique planning needs of high net worth individuals and families. Prior to joining North American Management, Jeff spent 15 years in the wealth management field, specializing in servicing the unique planning needs of high net worth individuals and families. This experience focused on income tax and charitable planning as well as considerable time in the estate planning area focusing on the financial and non-financial factors involved in intergenerational asset transfers. During this time, Jeff was also responsible for reviewing most, and preparing the more complex, income tax returns for his clients.
Jeff is a Certified Financial Planner, a member of the Financial Planning Association and the Boston Estate Planning Council. He has a BS from Bryant College.