Aimee M. Adler is an Associate, Wealth Analyst at Round Table Wealth Management. She is responsible for assisting with the daily needs of our clients and supporting the firm’s Wealth Advisors. Prior to joining Round Table, Aimee worked as a client services and operations associate at another registered investment advisory firm.
Aimee graduated Magna Cum Laude from Tulane University with a Bachelor of Science in Management double majoring in Finance and Management. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. In her spare time, Aimee enjoys trying new exercise classes and giving back to the community. Since 2012, Aimee has been volunteering with Camp Dream Street Mississippi–a week-long sleep-away camp for children with physical disabilities.