Aalon Rose


From the beginning, Aalon was very serious about building his business. Recognizing this, Morgan Wilshire’s management helped guide and advise him whenever possible. It wasn’t long before Aalon had built one of the most sizable portfolios at the firm.

To the surprise of senior management, Aalon left the firm for several years to explore different opportunities. We were sad to see him go, but elated when he decided to return to the firm. Morgan Wilshire’s management goes to great lengths to support team members, and we would like to think it was this practice that motivated Aalon to return.

Aalon has excellent relationships with his clients and works tirelessly on their behalf. Providing more than simple financial advice, Aaron is a trusted advisor and, in some cases, practically a member of this clients’ extended families.

Aalon maintains the Series 7 and Series 63  securities licenses and the Series 65 Investment Advisor license. This gives him the ability to recommend a wide range of investment products and to deal with almost every type of client. Most of Aalon’s portfolio consists of high net-worth investors and corporations, although he does quite a bit of retirement planning for his clients as well.

Aalon is active in numerous charities. His charitable efforts center on AIDS research, obsessive-compulsive Disorder (OCD), the ASPCA and more.

Aalon lives in Syosset, Long Island with his wife, two boys, Mason 8 and Chase 6, and his daughter Elle 4. He spends as much time as possible with his family and especially enjoys relaxing in the park with them and the family rescue dog, Rex. Aalon is also sports fan, rooting for the Yankees and the Knicks.

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