Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Ari began her career as an attorney in Washington, D.C. and New York City, both in private practice at a large international law firm and later at the U.S. Securities and Exchange Commission's Enforcement Division. After a career break to raise children and a relocation from the East Coast to California, Ari returned to work first in the area of family law and now as a Financial Advisor at Merrill Lynch with The Strand Group.
As a former litigator and SEC enforcement attorney, Ari brings her knowledge of risk management to the wealth management and investment process. She also leverages her unique understanding of the client's perspective during the wealth management process, as well as her legal background to better assist with the many complex business, estate and family law matters our clients face.
Ari focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Ari provides access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients' financial lives. She is driven by her passion for delivering excellent service and helping clients pursue their goals.
Ari received her B.A. in English and Government cum laude from Georgetown University and her J.D. cum laude from Georgetown University Law Center, where she served as the Editor-in-Chief of The American Criminal Law Review. Ari currently holds the Series 7 and 66 FINRA registrations.
She lives in Alamo with her husband Tom and their 5 children ages 8 to 18. Ari is an active volunteer at her church, as well as at her children's schools. In her spare time she enjoys reading, hiking, spending time with her family, and watching on the sidelines at her children's soccer games and tennis matches.
*Ari does not provide legal or tax advice in her current role with Merrill Lynch.
At Merrill Lynch, we believe that wealth isn't just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America's products and services to help unlock opportunities tailored to clients' needs. Starting with your life priorities as a foundation, your Merrill Lynch advisor can recommend a wide variety of financial strategies to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you—not the market—at the center of all we do.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Georgetown University Law Center
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.