R. Aaron Hays, CFP®

Senior Vice President, Carter Financial Management

Professional

Aaron is a CERTIFIED FINANCIAL PLANNER® professional that delivers financial planning and wealth management strategies for high-net-worth families, executives, and business owners.

With over 15 years of industry experience, Aaron works closely with clients, often across multiple generations, to navigate all things financial. By creating a customized approach based on client goals, he coordinates a wide range of financial planning strategies to build and manage wealth while respecting each family’s unique identity and values. Additionally, as a fourth generation ranch owner, he has niche experience with the intricacies of managing personal agribusinesses and rural properties.

Aaron joined Carter Financial Management in 2014 and serves on the Management Team. Before joining CFM, Aaron was the director of research at Messenger Advisors, LLC; a start-up investment management firm focused on building and managing discretionary turnkey model portfolios. Prior to joining Messenger, Aaron spent five years with U.S. Trust in the Private Wealth Management Group, where he gained strong trust-related expertise while providing integrated investment advice, core equity strategy portfolios, and wealth management services to ultra-high-net-worth families and trusts.

Education

Aaron completed the Financial Planning Certificate Program at Southern Methodist University. He earned a Bachelor of Science in Political Science with a minor in Business from Texas Tech University.

Personal

Aaron and his wife, Lauren, stay busy with their two young sons, Aiden and Beckett, and pets. Aaron enjoys fitness, traveling, exploring the outdoors, and family time.