Aaron Herman

Aaron S. Herman is an Independent Financial Advisor for AMG Legacy Planning an independent firm of Kovack Securities, Inc.   He believes in Integrity, honesty, diligence and a strong work ethic are the cornerstones of his investment philosophy. 

Aaron began his career working at First Union Brokerage Services, Inc. in 1993.  With over 19 years of experience, he brings a diverse wealth of knowledge to help clients achieve their goals and meet their financial needs whether simple or complex.  Complementing his strong academic achievements, he holds several Industry Securities licenses including a series, 7, 66, and 63. In addition, he holds a Life & Annuities Insurance license.

Aaron works closely with members of the community such as CPAs, Lawyers, Health Care Providers and other professionals while providing unbiased advice and unparalleled service to fulfill the needs of his clients.

Aaron’s main mission is to provide an unwavering commitment to help his clients achieve their financial objectives.  He feels understanding and knowing each client’s individual needs and financial goals are paramount to the process. Additionally, his practice focuses on Estate Planning, Asset Protection, Wealth Preservation, Fee-Based Managed Investments, College, Retirement and Comprehensive Financial Planning.

Outside of the office Aaron enjoys spending time with his beautiful wife and their two boys Brandon and Zachary.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck