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Aaron Adcock, CWS©

Aaron Adcock, CWS©

Vice President,
Financial Advisor

  • Albuquerque, NM
  • The Gunslinger | Pulp Fiction

Financial Advisors

Aaron is a vice president and financial advisor based out of the Lakeside office location.

Aaron joined CAPTRUST in 2020 as a vice president and financial advisor responsible for providing investment advisory services to high-net-worth individuals, families, and institutions.

Prior to joining CAPTRUST, Aaron spent more than eight years with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002. There, he served as director of the firm’s wealth management division and was responsible for handling complex financial planning and strategizing that aligned with clients’ financial goals. Prior to his work at Lakeside, Aaron was a financial consultant at Charles Schwab in Richfield, Ohio. He also served as a financial advisor at Morgan Stanley.

When he is not at the office or with a client, Aaron enjoys camping and being a handyman.

Education

  • Bachelor of Science degree in business from Purdue University North Central

Industry Designations

  • Certified Wealth Strategist® (CWS®)

Memberships

  • Volunteer—Rebuilding Together Duneland
  • Volunteer—United Way
  • Volunteer—Duneland Family YMCA
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