Aaron Crowley
Aaron Crowley is a Senior Portfolio Manager and Financial Advisor at the Falbaum Crowley Investment Group of RBC Wealth Management. He is focused on the continuing development of the firm's private client base, helping them grow, manage and protect their assets. With more than 10 years of experience in the industry, Crowley has gained particular expertise in wealth management planning, insurance products, and risk management. He utilizes his knowledge in assisting clients with making prudent decisions for long-term financial success.
Aaron Crowley Professional Experience / Academic History
Professional Experience
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Senior Portfolio Manager and Financial Advisor
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Regional Private Banker
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Personal Banker 2
Academic History
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Bachelor of Business Administration
CURRENT APPOINTMENTS
- Member of the Investment and Wealth Institute
- Member of the Certified Financial Planner Board of Standards
- Member of The American College of Financial Services
- Active Member of the Tucson Conquistadores
- Board Member of The First Tee of Tucson
- Treasurer of the Active 20/30 Club of Tucson
- Associate Board Member of the Boys and Girls Clubs of Tucson
- Associate Board Member of the Southern Arizona Community Sports
LICENSES AND CERTIFICATIONS
- Certified Financial Planner
- Chartered Life Underwriter
- Certified Private Wealth Advisor
- Charter of Life and Health License
- Series 6, 7, 63, and 65 securities
AWARDS AND RECOGNITIONS
- 2017, 2018, 2019, 2020, and 2021 Forbes/SHOOK Next-Gen Wealth Advisor
- 2018, 2019, and 2020 ranked #2 in Arizona, and in the top 150 nationally
- 2019 Ranked #1 Next-Gen advisor at RBC Wealth Management