About Aaron

Aaron Nardozza is a Vice President and Investment Associate with J.P. Morgan Wealth Management.

As a long-time member of The Taylor Group, Aaron delivers seasoned guidance to oversee the sophisticated investment scenarios of entrepreneurs, corporate executives and successful individuals at emerging companies. He serves as an advocate to create and implement innovative strategies that help grow and preserve their wealth.

Aaron uses a consultative style to discover near- and long-term goals and tailor approaches that align these important objectives. He draws on the depth of his data-driven experience, acquired through many market environments, to guide families in developing a clear, cohesive plan to efficiently prepare for the future. Aaron transforms marketplace data into meaningful information to give clarity to what are often complex concepts. He couples the strength of his background with an authentic and proactive nature to serve as a trusted sounding board for clients and their families.

With a reputation as a strategic thinker, Aaron serves on the team's investment committee and helps set the direction for portfolio management. He draws from his rigorous due diligence foundation to present proprietary ideas, opportunistic investment strategies, vehicle selection and risk trade-offs.

Aaron's career has spanned more than two decades, and in that time, he's developed strong capabilities in capital markets, wealth strategy and business development. He's held roles in NYC, LA, Syracuse and Boston, which have afforded exposure to many sectors and financial professionals. Aaron joined The Taylor Group at Smith Barney in 2008 to focus his energy on working with successful executives. He moved with the team from UBS to J.P. Morgan to provide clients with the technology and infrastructure of an industry leader.

Aaron attended Syracuse University, where he earned a B.A. in Psychology with a minor in Economics. While in school, he interned at Salomon Smith Barney and established his roots in research and data analysis. He is a member of the Investments and Wealth Institute.

A resident of Seekonk, Massachusetts, Aaron and his wife are raising their young daughter among their close-knit family. He is a lifelong hockey player and runner and is involved with youth sports in the community.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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