Advisors at this firm
James A
Series 63, Series 65
Savannah, GA
Aronson Asset Management, Inc.
James Aronson is a financial advisor with Aronson Asset Management, Inc. in Savannah, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Aronson Asset Management since 1997. Outside of his advisory role, he assists with management duties at a computer leasing business owned by his wife. Aronson Asset Management provides discretionary and non-discretionary portfolio management and personalized financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis combined with long- and short-term trading strategies to tailor portfolios to clients’ financial situations and objectives.
Lori A
Series 65
Savannah, GA
Aronson Asset Management, Inc.
Lori Aronson is a financial advisor at Aronson Asset Management, Inc. with 22 years of industry experience. She holds a Series 65 credential and has been involved with Aronson Asset Management since 1999. She is also the owner of Stone Mountain Financial Services, Inc., which is her primary business. Aronson Asset Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis and offers customized investment strategies tailored to each client’s financial situation and goals.