Portrait of Aaron Quintero

Aaron Quintero

Client Service Representative

Based in Austin, Aaron supports clients and advisory teams by coordinating account openings, maintaining account information, and ensuring timely, accurate follow-through.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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Aaron Quintero is a Client Service Representative at Mission Wealth in the Austin, Texas area. He collaborates closely with his team of Wealth Advisors to ensure that clients receive prompt and efficient service. Aaron’s responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With his attention to detail and dedication to client satisfaction, Aaron plays a crucial role in the success of Mission Wealth.

I love what I do in operations because I enjoy solving problems and helping others find solutions to their issues and creating a positive impact on their experience. I also appreciate the opportunity to work closely with a diverse team and collaborate on finding ways to continuously improve our services.

—Aaron Quintero, Client Service Representative

Professional Background

With a strong foundation in financial services, Aaron has honed his skills through roles at reputable firms such as Charles Schwab, AssetMark, and Kestra Financial. Aaron’s diverse professional background equips him with a comprehensive skill set and a strong foundation in the financial services industry.

Aaron holds a Series 6 designation and has completed the Securities Industry Essentials® exam to continue his financial education.

Personal Pursuits

In his personal life, Aaron is all about staying active through activities like lifting weights, group training, and run clubs, which help him clear his mind and socialize. He also enjoys coaching little league basketball, spending quality time with friends and family, as well as taking his dog on outdoor adventures.

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Aaron Quintero

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Aaron and Mission Wealth may be the right fit to support your life and financial goals.