Aaron B. Shields

, CTFA

Director, Tax

Aaron Shields is a director of services in the Boston office, with more than 25 years of industry experience. In this role, he manages tax reporting and has oversight of trust administration and fiduciary compliance. Aaron integrates his knowledge in taxation, trust, investment and financial planning in order to meet the goals and needs of his clients.​

Prior to joining the firm in 2000, he was a client service manager at State Street Bank Wealth Management Services.​

Aaron earned a Bachelor of Science in finance from the University of Massachusetts–Dartmouth, a Juris Doctorate from Roger Williams University and a Master of Business Administration with a concentration in business management from Suffolk University. He is a Certified Trust and Financial Planner, a member of the Massachusetts Bar Association and is the Treasurer for the non-profit volunteer run Bristol County Junior Golf League.