Aaron Combs

With a client-centered approach and a passion for empowering others, Aaron provides personalized financial guidance that turns goals into results. He strives to transform his clients’ aspirations into actionable, tailored plans that navigate the complex financial landscape. Fueled by his core “why” to empower individuals to achieve their goals, he fosters clarity and confidence through financial education and collaborative planning. Aaron brings his experience as a portfolio manager and financial planner to a diverse breadth of clients. He focuses on helping young professionals and high-net-worth families build a strong foundation for long-term financial well-being. His greatest strength is in building enduring relationships grounded in trust, open communication, and unwavering transparency.

Aaron has over 14 years of experience in the wealth management industry. Prior to joining Modera in 2023, he spent 12 years at Parsec Financial, where he started as an intern. He ultimately became a Senior Advisor while also taking on a Portfolio Manager & Financial Planner role before moving into a client-facing position.

Aaron received a B.S. with a focus in financial planning from Winthrop University and is a CERTIFIED FINANCIAL PLANNER® professional.

With roots in Williamstown, West Virginia, Aaron has now embraced the vibrant energy of Charlotte, NC. He finds balance through his love for travel and the quiet focus of bird hunting, all while cherishing quality time spent with family.