The new office will be led by a man who has worked at wealth managers including UBS and Morgan Stanley.
Aaron Wealth Advisors is opening a new office in the Metro Indianapolis.
Located in Carmel, Indiana, the office will serve the firm’s ultra high net worth clients. Matt McBroom, who will manage the office, is joining as vice president and client development manager.
McBroom, a wealth manager for more than a decade, previously worked at institutions such as UBS, Morgan Stanley and, most recently, SBC Wealth Management. McBroom will be assisted by Torey Crown, VP and head of client service for Aaron Wealth Advisors.
Aaron Wealth Advisors is a member of Dynasty Financial Partners' network of independent financial advisory firms.