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Marc A
Series 63, Series 66
Las Vegas, NV
Money Managers, Inc.
Marc Aarons is a financial advisor at Money Managers, Inc. in Las Vegas, NV, with 21 years of industry experience. He has been with Money Managers, Inc. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Aarons sells health insurance for individual, family, and small group clients through Blue Cross of California and Kaiser Insurance of California. Money Managers, Inc. serves individual clients, small businesses, and charities primarily in Nevada and California, offering investment management, financial planning, tax preparation, and retirement-account reviews. The firm constructs customized portfolios using mutual funds, ETFs, and other securities, maintaining ongoing client contact and managing accounts through client-designated custodians.
Fredrik W
Series 66
Las Vegas, NV
Money Managers, Inc.
Fredrik Whitley is a financial advisor with Money Managers, Inc. in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Sequoia Ridge Wealth LLC, Centaurus Financial, Valic Financial Advisors, and Waddell & Reed. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm manages approximately $69.65 million for about 153 clients through a three-advisor team, focusing on a long-term investment approach using mutual funds, ETFs, and selective individual securities tailored to client needs.
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