Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
Oakland, CA 94607
Aaron Hudson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leverages his experience to assist corporate executives, non-profit organizations, and families with tailored wealth management strategies. Since joining Merrill Lynch in 2019, Aaron focuses on areas including concentrated stock positions, restricted stock transactions, liquidity events, executive compensation, equity compensation services, and investment consulting for defined contribution plans. He also provides services related to divorce transition planning, tax minimization, and support for endowments, foundations, and non-profits.
Prior to his current role, Aaron was a client service associate at Morgan Stanley. He values attentive service and strives to be responsive and accessible to clients, aiming to build lasting relationships through careful listening and understanding clients’ broader financial goals. Aaron brings seven years of industry experience, including an initial career in accounting, which provided a foundation for his client-focused financial advisory approach.
Aaron earned a bachelor’s degree from the University of California system and completed an accredited certificate program through the American College of Financial Services. His professional designations include Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He grew up in Pittsburg, California, and his personal interests include baseball, basketball, boxing, football, golfing, music, photography, and spending time with his family.
BANK of AMERICA, N.A.
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Morgan Stanley Private Bank, N.A
2019 - 2019 (1 year)
Morgan Stanley
2016 - 2019 (3 years)
Robert Half
2015 - 2016 (1 year)
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