Aron McDonald, CFP®, CTFA, AEP®
Senior Vice President & Head of Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Trust & Fiduciary Advisor
Accredited Estate Planner®
Certified Trust & Fiduciary Advisor
Accredited Estate Planner®
As Head of Wealth Management, Aron oversees all aspects of SNBT’s Investment Management and Trust services. He is responsible for guiding the overall business strategy and selection of industry-leading partners with a focus on delivering world-class wealth management solutions for our clients. Aron also works with affluent families and institutional clients to help them navigate the various stages of wealth, from accumulation to distribution, with creative solutions and portfolio strategies.
Prior to joining SNBT in 2023, Aron established a successful career spanning over 28 years in the wealth management industry. He most recently served as the SVP/Managing Director for Busey Wealth Management in Peoria, Illinois where he also served as a member of their investment team overseeing more than $10 billion in assets.
Prior to joining SNBT in 2023, Aron established a successful career spanning over 28 years in the wealth management industry. He most recently served as the SVP/Managing Director for Busey Wealth Management in Peoria, Illinois where he also served as a member of their investment team overseeing more than $10 billion in assets.
Credentials
- Certified Financial PlannerTM (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Accredited Estate Planner (AEP®)
- Graduate of the Stonier Graduate School of Banking
- Graduate of the Cannon Financial Institute Personal Trust Schools
- B.S. degree in Finance from Millikin University
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.