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

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.