Aaron has been a financial advisor for 20 years. He started his career at Morgan Stanley in Boston and moved his practice to the Wachovia branch in Providence in 2008. After Wachovia was bought by Wells Fargo, Aaron became a senior vice president of investments in 2014.
Aaron was raised in Providence and attended Moses Brown. He graduated from Hamilton College. He, his wife, Kristie, and his two sons, Cameron and Zachary, live in Providence. In his spare time, Aaron loves to golf and coach youth hockey.
Aaron Simon is proud to have been recognized as a Vista Club advisor for 2017—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Director of Strategic Planning
Bill has 17 years of experience in the financial services industry. He is a graduate of Hamilton College with a degree in economics. He started his career at JP Morgan/Chase in Boston and worked as a sales representative for MFS, Franklin Templeton, and Bloomberg, before transitioning to the wealth management side of the business in 2009. He joined Aaron's practice in 2015 to assist with financial planning. Bill resides in Pawtucket and enjoys golf, squash, and vintage baseball.
Jaime has been working in the investment industry for 13 years. She began her career at Grimes & Company in 2004. Jaime connected with Aaron at Wells Fargo in 2014 and has partnered with him as a key component of customer services.
Jaime is a graduate of Framingham State University and lives in Taunton, Massachusetts, with her husband, Josh, and their four children: Shayne, Kaylee, Skylar, and Logan. In her spare time, she enjoys CrossFit training and spending time with her children's many activities.