Aaron Louisell is a Certified Financial Planner® professional and Certified Investment Management Analyst® who combines curiosity, compassion and technical insight to help clients make confident financial decisions. As a financial advisor at Raymond James, Aaron works closely with individuals, families and business owners to revise financial plans, monitor progress, and align investment strategies with life goals.
Aaron’s approach is rooted in asking the important questions before offering solutions. He brings humility, warmth and a deep sense of responsibility to every conversation, whether in person, over the phone or in collaboration with other professionals.
“I’ve always been driven by curiosity. Whether it’s a financial plan, investment strategy or business operation, I naturally look beneath the surface to understand how things work, and how they can work better. That same mindset guides how I evaluate balance sheets, income statements and cash flow dynamics to uncover opportunities for growth, efficiency and long-term value. It’s about bringing clarity to complexity and helping clients make informed decisions with confidence.”
Areas of Focus
- Mitigate Taxes
Use strategies to reduce income, capital gains and estate taxes over time. - Preserve Your Estate
Design trusts and gifting plans to preserve wealth and pass it on smoothly to heirs. - Plan Retirement Income
Help Ensure your lifestyle is supported with sustainable, tax-efficient income throughout retirement. - Prepare for Business Transitions
Get guidance on selling, exiting or passing down your business - Build a Family Legacy
Create a plan that reflects your values, educates heirs and supports long-term family goals.
He frequently partners with CPAs and estate attorneys, to ensure that client tax and legal strategies are working in harmony.
Additionally, Aaron works with business owners and leverages Raymond James’ full-service investment banking capabilities to support business owners and entrepreneurs through:
- Capital raising and equity financing
- Mergers and acquisitions (M&A) advisory
- Business valuation and succession planning
- Industry-specific insights across sectors like healthcare, energy, technology and financial services
With access to the expertise and senior bankers across Raymond James’ global network, Aaron helps clients navigate complex financial decisions with confidence, whether they’re growing a business, preparing for a liquidity event or building a legacy.
Professional Background and Education
Before joining Raymond James in 2024, Aaron served as a financial advisor at Edward Jones and spent over 15 years as a small business operator. His entrepreneurial background gives him an understanding of the challenges faced by business owners and executives.
Aaron holds a Bachelor of Science degree from Michigan State University and an executive education certificate from the Yale School of Management. He is a member of the Financial Planning Association and the Investments & Wealth Institute.
Personal Life
Originally from the Detroit area, Aaron has lived in West Michigan for his entire professional career. He has four children and enjoys being an active part of their lives, whether cheering them on in athletics, visiting them at college or spending time together at home. Outside of work, Aaron enjoys CrossFit, biking, pickleball, traveling and attending educational conferences to stay sharp and inspired.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
