Business Transition Planning
A.J. is an Associate Wealth Advisor at The Colony Group, working with a team of wealth advisors to provide wealth management, investment management, financial planning, and estate planning to high net worth and ultra-high net worth individuals and families. His passion for helping clients meet their financial goals and create lasting relationships led him to the wealth management industry.
Prior to joining The Colony Group, A.J. Worked as a Financial Planner at Core Wealth Management in Jupiter, FL. He started his career at Vanguard in Philadelphia, PA as a Retirement Specialist. He then worked as a Financial Advisor on one of the top teams at Lincoln Financial Advisors. These previous experiences have allowed him to build a strong foundation and unique perspective for financial planning.
A.J. is a graduate of The Ohio State University Fischer College of Business. He received his bachelor’s degree with a specialization in finance and investments. He is currently pursuing a CFP® designation through the University of Miami.
Outside of work, A.J. loves to play golf, ski and spend time with his wife Courtney and their dog Jack.