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Bio

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Aaron Wolf, CVA, is a seasoned financial professional with expertise in financial analysis, valuation, and corporate finance. With 15 years of experience in the industry, he has held senior positions at top firms, including Tucker & Meltzer LLC and Stifel Financial Corp. Aaron holds a Bachelor of Science degree in Finance and Real Estate from the University of South Carolina-Columbia and is a certified financial analyst (CVA).

Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Apr, 2015
    - May, 2026
  • Series 87
    Financial Industry Regulatory Authority (FINRA)
    Mar, 2015
    - May, 2026
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2015
    - May, 2026

Experience

Education

  • University of South Carolina-Columbia
    Bachelor of Science (B.S.), Finance and Real Estate

Suggested Services

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Industry Focus. “Financial Services”

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