Aiden Baltz

Inquirer
DISC Type : cd

Private Wealth Advisor at Continuity Private Wealth

Greater Philadelphia, United States

Overview

Aiden is a Private Wealth Advisor at Continuity Private Wealth, where he applies a rigorous analytical approach shaped by his unique background. His career spans investment banking at Bank of America Merrill Lynch and medical research, supported by a Bachelor of Science in Biomedical Engineering from Ursinus College.

An accomplished athlete, Aiden played lacrosse in college, helping his team win a conference title. He remains active with interests in golf, snowboarding, and fitness, and also enjoys the culinary arts. He has been recognized for his community service, receiving an award for contributions to his team and school.

Before entering finance, Aiden was a published medical researcher on track for medical school, co-authoring a paper in the journal *Blood Advances*.

Personality Overview

ROI Conscious

Hard To Convince

Judgemental

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Comprehensive Wealth Planning
Helps clients design holistic strategies that integrate retirement, tax efficiency, charitable giving, and legacy preservation into a single, adaptive framework.
Veteran Empowerment
Actively promotes and supports the Travis Manion Foundation, an organization dedicated to empowering veterans and the families of fallen heroes.
College Athletics
As a former college lacrosse player who helped lead his team to a conference title, he has a strong connection to collegiate sports and teamwork.

Media Appearances

Aiden has no verified media appearances

Work History

2-2025
Private Wealth Advisor at Continuity Private Wealth
3-2024 - 2-2025
Investment Banking Associate, Private Sales Group at Bank of America Merrill Lynch
1-2022 - 3-2024
Business Analyst at Bank of America Merrill Lynch
6-2021 - 12-2021
MD Candidate at Sidney Kimmel Medical College

Education

Bachelor of Science - BS from Ursinus College
High School Diploma from St. Augustine Prep

More Information

Social Presence :

Prographics :

Exp : 4 Location : Greater Philadelphia, United States Job Level : N/A Designation : Private Wealth Advisor at Continuity Private Wealth
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Insights For Selling To Aiden

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aiden is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Aiden

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Aiden move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Aiden take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Aiden

Personality Compatibility


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