BRENTWOOD, TN – Winthrop & Co. is proud to formally announce that Aaron Zauner has joined Caldwell Group, LLC Wealth Management, an independent firm aligned with LPL Financial, one of the nation’s leading independent broker-dealers.
After a 15-year career at Fidelity, Aaron made the leap to independence to provide his clients with a more tailored, relationship-driven experience. Known for his thoughtful approach to financial planning and deep client relationships, Aaron brings with him a highly engaged practice of over 200 households, with an average account balance north of $1.4MM.
Aaron shared, “After years in the corporate environment, I realized I needed a platform that was as committed to my clients as I am. Caldwell Group offers the flexibility, mentorship, and resources to do what I do best—build lasting relationships and deliver truly personalized advice.”
His move to Caldwell Group is not just about change, but about alignment—finding a firm that shares his vision for long-term client success.
A dedicated advisor since 2005, Aaron specializes in comprehensive wealth management strategies for individuals, families, and small business owners. His move underscores a broader trend of seasoned advisors leaving large institutions in search of greater autonomy and deeper client impact.