Matt McBroom is Vice President, Client Development Manager in our Carmel, IN office. In this role, he is responsible for developing new relationships with individuals, families, businesses, and nonprofits for Aaron Wealth Advisors by building awareness of the firm’s capabilities locally and nationally. In addition, he works in conjunction with the Investment Advisory team to coordinate, tailor, and manage the delivery of services to new clients. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and obtained his bachelor’s degree from the Kelley School of Business at Indiana University.
Matt began his career at Morgan Stanley in Chicago where he was a financial planning resource primarily advising equity compensation plan participants and other high-net-worth individuals. Then, returning to his hometown of Indianapolis, he joined UBS in a similar role providing financial planning expertise to advisors and their clients. Most recently, Matt served as Wealth Advisor to entrepreneurs, professional athletes, and high-net-worth individuals at SBC Wealth Management.
Born in Indianapolis, IN and raised in Carmel, IN, Matt and his wife Lucia (also a native of Indianapolis) are proud to be raising their two children in the same community in which they grew up. Matt serves on the executive committee for the American Cancer Society’s Indy Golf Classic and volunteers regularly at local charitable organizations. He is an avid golfer, snow skier, and reader and enjoys traveling around the country with his family.