Aaron Middleton
Financial Planner
Prudential Advisors - Financial Planning in Tampa, FL
I dedicate myself to serving others. I have been incredibly blessed throughout my life, and I seek to be a blessing to others in all that I do. After twenty years in the Marine Corps, I knew that my service to others had to continue. As a Financial Planner, I have the privilege of partnering with families to help them achieve their life's goals. I am a follower and servant of Jesus Christ. I am a devoted husband and father of four. I look forward to serving you and your family.
Experience
5 years
Specialties
Comprehensive Financial Planning
Wealth Transfer & Management
Legacy Aspirations
Risk Management
Licenses / Certifications
Series 7: General Securities
Series 66: Combined State
Florida 02-15: Life & Health
TX, CA, OH, etal
Education
Masters, Marshall, 2016
Bachelors, Ohio State, 2005
Various Marine Corps schools & courses
What inspired you to get into this line of work?
As a leader of Marines, I always strived to make them better, not only as warfighters & peacekeepers, but as citizens and just plain adults. I found their understanding of financial concepts lacking. I realized then and witness now, that our men & women in uniform are a cross-section of our greater society. People from all walks of life, in every stage & season of life, deserve compassionate, respectful advice in making smart financial decisions that will help them achieve their life's goals.
What's one piece of insight you wish all families knew?
I wish families would know how the loss of a loved one can impact every aspect of life.
My wife and I lost our beloved five-year-old daughter Scarlett in 2018. The grief is often unquenchable. While the emotional and spiritual aspects of life have been impacted the most, the financial impact and considerations of loss cannot be understated.
A loss, expected or unexpected, can financially devastate a situation already fraught with emotion. Conversely, proper planning brings families together.
What excites you most about working with Addio families?
I'm excited to partner with Addio families to help them tackle one of life's most uncomfortable topics. I'm eager to learn about their goals, priorities, and concerns, as individuals and as a family. Then, once I understand and can empathize with their specific situation, I enjoy using my own unique life experiences to turn sound financial principles into personalized strategies. I'm excited to turn the fear often accompanied by death into the confidence found in a well-laid plan.
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Connect with Aaron Middleton and get answers to all your planning questions.