Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

Watch now

Arisleyda C Riehl

Profile

Arisleyda joined Merrill Lynch Wealth Management in 1994 after interning with the Firm during graduate school. Her long tenure in the industry has given her witness to a variety of challenging markets and economic landscapes. The lessons she has learned have proven invaluable as she helps guide clients through today’s complex, ever changing investment environment on the path to achieving their most cherished financial goals.

In addition to working with a diverse clientele, Arisleyda has a nuanced understanding of the needs of professional women who in recent years have become a stronger financial force. With longer life expectancies, women are spending more years in retirement and are faced with increased health care costs and greater exposure to the effects of inflation on their long-term savings. Working together, Arisleyda strives to help them achieve greater financial security and build a life in retirement around what matters most to them. 
 
Giving back to the community in which she lives and works is a priority for Arisleyda.  She is currently a member of the Investments & Wealth Institute™ (The Institute), the Junior League of Greenwich, the Women in Leadership at Hofstra University, Rotary International and the board of UN Women USA -New York and Building One Community, an organization dedicated to the advance of successful integration of immigrants and their families. Arisleyda also serves as a mentor with Starfish Connection, an organization providing mentorship, guidance and advocacy for underserved students in the Stamford area. In recognition of her hard work and dedication to the community, Arisleyda was named to Bank of America Volunteer Honor Roll consecutively.

After receiving her bachelor’s degree in Finance from the State University of New York at Old Westbury, she earned her M.B.A. in International Business from Hofstra University’s Zarb School of Business. In addition to earning the Certified Investment Management Analyst® (CIMA) certification and the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor (CPFA) credential from National Association of Plan Advisors (NAPA), Arisleyda holds the FINRA Series 7 and 66 registrations as well as life, health and long term care insurance licenses.  She is also fluent in Spanish.

Arisleyda currently lives in Stamford, Connecticut with her husband, Ralf. In her spare time she enjoys playing golf, skiing and spending time with her friends and family.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

  • LANGUAGES

    English & Spanish

  • EDUCATION

    Hofstra University

    State University of New York System

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Jeffrey Wiedmann

Wealth Strategist

Merrill

Anthony Spaziani

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #589601

Past Events

Taking Control of your Retirement

PInstripes Restaurant , 100 N Water St , Suite 3300, Norwalk , CT 06854

January 24th, 2023|6:00 PM EST

Join us for an informative seminar during which you'll get better understanding of:
-Common retirement risks such as longevity, withdrawal, investment and inflation risks-and the ways in which you can manage these risks. 
- How to identify your retirement goals, and more importantly, prioritize them based in what matters most to you. 
- Techniques for building a portfolio aligned to your priorities- leveraging a range of solutions including a balanced portfolio of investments, fixed income and annuities. 

Dates and Locations
January 24, 2023
6:00 pm ET 

Pinstripes Restaurant 
100 N Water St Suite 3300 
Norwalk, CT 06854 

Presenters: 
Arisleyda Riehl 
Vice President 
Merrill Lynch Wealth Management 

Omar Dinar 
Financial Advisor 
Merrill Lynch Wealth Management


Mail Invitation.pdf

    A Path Forward

    February 1st, 2023|11:30 AM - 12:30 PM EST

    How to Adjust and Plan for the Road Ahead 

    Join us for an informative virtual seminar  to learn more about how you can move forward with confidence and out a strategy in place to help achieve what  matters most to you.  During this educational event, we will:
    - Discuss grounding your plan in both short- and long-term goals;
    - Explore our disciplined investment process that can help create-and stick to-your personalized plan; and
    -Offer some practical ideas to help you prepare for whatever the future brings 

    At Merrill, we are committed to helping you build a retirement plan that maintains a long-term focus, helps you avoid reacting emotionally to the markets and positions you to capitalize on opportunities as they arise. 

    Hosted and Presented By:
    Merrill Lynch Wealth Management, Arisleyda C Riehl, Vice President, Wealth Management Advisor
    Merrill Lynch Wealth Management, Omar K Dinar, Financial Advisor – FADP
      

      Women, Money, Confidence

      March 15th, 2023|11:30 AM - 12:30 PM EST

      You are invited to a special virtual event about women's wealth 

      At Merrill we are here to help you make thoughtful decisions about your financial strategy. That's why we invite you to join us for this informative discussion about some key wealth management topics for women investors. Join us to learn what women can do to help make sure they're well positioned for success. 

      Hosted By: 
      Arisleyda Riehl, Vice President, Wealth Management Advisor 
      Omar Dinar, Financial Advisor -FADP 



        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Approach

        I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

        Capabilities

        We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. I work with you to develop a customized financial approach, drawing on the best thinking of our firm, to help you with your financial future. I will make it clear what you’re paying for and what you’re getting. As your life needs and market conditions change, we can meet to help make sure you’re on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

        Focus On Individuals, Families and Small Businesses

        I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

        • Health: Managing healthcare expenses, now and in the future
        • Home: Upsizing, downsizing, remodeling or buying a vacation home
        • Family: Taking care of your family and other people in your life
        • Leisure: Spending your free time in meaningful ways
        • Giving: Volunteering, mentoring others and giving to charities
        • Work: Working in retirement, selling or starting a business
        • Finance: Bringing it all together and defining your financial goals

        This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

        Your approach to investing

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

        Understanding your goals and priorities

        Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

        Philosophy

        I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

        Welcome

        Among the reasons I chose to become a Merrill Lynch Wealth Management Advisor is because of my passion for helping to educate my clients about investing. As a financial advisor, one of the most valuable things I can do for clients is to help them understand the markets, our goals-based wealth management approach, and to help them understand their life priorities and the impact this can have on their individual wealth management approach. My advice and approach are guided by an interest in your life’s goals and priorities.

        Staying on Track

        We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



        Reviews to help you
        stay on track

        We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



          Changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          #DigitalMerrill

          MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

          Your advisor is a click away within our site or mobile apps

          You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

          Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

            Let’s Have a Conversation

            Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


            MLBrochure.png

            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

            Anthem video thumb.jpg 
            Transcript of Video 

            No question too big or moment too small

            For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.