For Matt McBroom, growing up in Carmel helped ease the transition into his new job.
The 2005 Carmel High School graduate has joined Aaron Wealth Advisors as vice president and client development manager. He will lead a team in the Chicago-based company’s new office at 275 Veterans Way, Suite 110, which celebrated its opening with a ribbon-cutting ceremony Sept. 28.
“We manage money for families and individuals,” said McBroom, a Carmel resident. “It’s a relationship business, so it helps having roots and a good network here. I look forward to helping families locally as well as nationally. The location is incredible, being within walking distances to all these restaurants and businesses. Having the Monon Trail here is a dream location.”
McBroom will initially be joined by two other advisors in the Carmel office. He said the office has space for 12 employees and that the goal is to keep hiring.
“We want to serve local families who have multi-generational wealth and other sophisticated-type investors,” McBroom said. “We have very close relationships with all the families we work with.”
After graduating from Indiana University’s Kelley School of Business, McBroom worked in Chicago in financial services at Morgan Stanley before returning to the Indianapolis area seven years ago to work for SBC Wealth Management in Indianapolis.
“I am proud of our firm’s measured growth and thrilled to welcome Matt to the Aaron Wealth team,” stated Gary Hirschberg, CEO of Aaron Wealth Advisors, which was founded in 2018. “He is a highly regarded professional who is especially well known to our many clients in Indiana.”
McBroom and his wife, Lucia, have two children. McBroom serves on the executive committee for the American Cancer Society’s Indy Golf Classic and volunteers at local charitable organizations.
