Aaron C. Roman

As Executive Vice President and Business Development Officer, Aaron Roman is responsible for driving strategic growth initiatives, expanding advisor relationships, and enhancing the firm’s operational excellence. He partners with advisors and leadership to recruit top talent, develop scalable business strategies, implement efficient processes, and strengthen the client experience across Virginia Asset Group.

Aaron plays a key role in helping the firm achieve its vision of becoming one of the most well-regarded independent wealth management organizations in the Mid-Atlantic. His focus includes advisor recruitment, business development, operational leadership, coaching, and creating systems that support sustainable long-term growth.

With more than 30 years of experience in financial services, Aaron brings extensive expertise in wealth management, advisor consulting, sales leadership, business development, and institutional partnerships. Throughout his career, he has successfully led teams, improved operational efficiency, developed growth strategies, and helped financial advisors expand their businesses while delivering exceptional client outcomes.

Career Summary

Prior to joining Virginia Asset Group, Aaron held leadership positions with Osaic Institutions, LPL Financial, Equitable Financial, MetLife Premier Client Group, and Webster Bank. Throughout his career he has built a reputation for developing high-performing teams, driving advisor growth, improving business processes, and leading strategic initiatives that create measurable results.

Aaron holds FINRA Series 7, 63, 65, and 26 licenses, a North Carolina Life Insurance License, and is a GoLean Six Sigma Yellow Belt. He is passionate about helping advisors grow thriving businesses while fostering a culture centered on collaboration, innovation, and service.