Aaron Brasfield, GFS™

Director, Client Service

Aaron has been with the IDA group since 1998. As Director of client services, he brings 20 years of financial services and consultation experience to the group.

Prior to joining us, Aaron worked for Graystone Institutional Consulting, where he focused on account administration and operations. Previously, he also served as a commercial loan Portfolio Manager for Bank One in Phoenix, Arizona. As a past member of the Association for Professional Investment Consultants (APIC), which is a group of Morgan Stanley Smith Barney consultants that is committed to client service and ethics, Aaron is well-versed in providing clients with an institutional yet concierge Client experience.

Aaron earned his Bachelor of Science degree in Accounting and Finance from Washington State University. He completed the Accredited Investment Fiduciary® (AIF®) program, and also holds the Global Fiduciary Strategist™ (GFS™) designation.

Along with his partners, Aaron is a corporate sponsor of the Musical Instrument Museum, as well as Help In Healing Home at Mayo Clinic.

info@idawealth.com
(888) 401-2083

Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
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