Aaron Witherspoon, Financial Planning Analyst

Aaron is a financial planning analyst with Commerce Trust. He is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Aaron develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. His areas of focus includes planning for financial independence, retirement, divorce, executive compensation, estate preservation, and business succession. In 2019, Aaron completed the Commerce Trust internship under the Chief Investment Officer, David Hagee. In 2020, he joined the Ascend Program. Aaron received his Bachelor of Science degree in personal financial planning from the University of Missouri.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

Read Now

Estate-Planning-Phase-2-NEW

Sign up to receive the latest insights from Commerce Trust.

How Can Our Team Help You Today?

Required information*