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November 9-10, 2021
W Chicago City Center

Aidan Elliott
Client Advisor at WealthPoint, LLC

Profile

Aidan Elliott is a Client Advisor at WealthPoint in Denver, Colorado. He works with ultra-affluent and entrepreneurial family groups, as well as their advisor teams, in the areas of complex estate planning and designing sophisticated life insurance portfolios. He has been a student of Private Placement Life Insurance for the last five years and he helps Registered Investment Advisory firms build their Separately Managed Account Private Placement Life Insurance platforms and assists them throughout the internal and client education process.

Hailing from Dublin, Ireland, Aidan moved to Colorado in the Summer of 2012. He is CFP®, CLU®, ChFC® with over nine years of Wealth Management experience in the Denver market. He is a current member of the Rocky Mountain Estate Planning Council and received his Bachelor of Business Science degree in Business and Management with distinction from the National University of Ireland.

You can regularly find Aidan on the ski slopes with his family and friends. He is an avid fitness fanatic and traveler, keen indie rock and roll fan, and is the standing vice-chair of the Denver Gaels Gaelic football club.

Agenda Sessions

  • How family offices use PPLI

    11:35am