Edelman Group

Aaron Edelman began his career in 1979 when he joined the firm of Shearson Loeb Rhodes as an Insurance Specialist. He is currently an Executive Director at Morgan Stanley Private Wealth Management with over 1 billion dollars in assets under management as of 04/18. Over the years, Aaron has grown his business by widening his focus to include entire client estate planning strategies, including asset management, utilizing Morgan Stanley’s Consulting Group platform. Prior to the Morgan Stanley Smith Barney joint venture, Aaron was chosen to be a Citi Family Office advisor which allowed him to broaden the services he offered, and still continues to offer his clients. Overall, Aaron uses a consultative approach in estate planning strategies, life insurance, long term care insurance, and managed money. Using this method has allowed the Edelman Group to develop many multi-generational family relationships. With his extensive experience Aaron creates and implements comprehensive wealth plans for families and high-net-worth individuals.

Aaron currently lives in Manhattan with his wife Linda. His older daughter Jenny is a Lawyer and younger daughter Lauren is a Social Worker. Aaron enjoys collecting pens and spending time with his family.

Bradley is an Managing Director at Morgan Stanley Private Wealth Management, focusing on equity, fixed income, alternative investments and estate planning strategies for high net worth individuals and families. He works directly with Morgan Stanley’s capital markets desk and various external resources in order to help create customized asset allocation strategies. Bradley has worked with the Edelman Group and its clients for over 20 years. His role also includes executing the team’s customized Portfolio Management strategies, alternative investments and working closely with the Insurance Brokerage Team during the entire underwriting process.

Brad works closely with third party professionals to help clients develop comprehensive financial plans. He believes in multi-dimensional estate planning strategies to preserve, maintain, and transfer assets to others by creating various trusts (irrevocable life insurance trusts, special needs trusts etc.) to help plan for liquidity events and wealth transfer strategies.

Prior to joining The Edelman Group in 2004, Brad worked at Bear Stearns on the Trading Desk after graduating from Lehigh University in 2000 with a BS in Finance.

He currently lives in Roslyn, New York with his wife and three children. In his free time, he enjoys going to sporting events, art galleries, and playing golf and tennis.

Violeta joined the Edelman Group in 2022 as the Director of Business Strategy. She brings over 15 years of experience to the team having joined Morgan Stanley in 2006. She provides a personalized elevated client experience by assisting with solutions that support individual needs such as online support and digital offerings including Morgan Stanley Online, e-Sign, e-Authorization and Morgan Stanley Mobile as well as a variety of administrative related tasks. Violeta holds her Series 7, 66, 31, 9, 10 and Life Accident and Health Insurance Licenses.

Violeta, a Queens native, graduated from Bernard Baruch College of the City University of New York with a Bachelor of Business Administration in Finance and Investments in 2008. In her spare time she enjoys exploring new restaurants in New York City, spending time with her family, trying new recipes and knitting.