Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill Lynch
Wealth Management
The team works with a select group of diverse business professionals and owners to provide you with trusted advice and guidance when you need it most.
Our Videos
Insights, observations, and ideas to help you in your pursuit of your financial goals.
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Profile
As a partner on Riehl, Dinar & Associates, the team works closely with a select group of diverse business owners and professionals to help you achieve results that align with your goals. Turning your financial ambitions into action helps you care for your family and secure your legacy. Whether your needs relate to retirement income planning, trust and estate services, engaging in philanthropy, or the sale of your business, the team is here to help you support the people and causes you care about most.
After earning a M.Sc. in Finance and MBA in Management, my career in Financial Services began in 2008 at Lehman Brothers. A move to Wealth Management occurred in 2019. The change provided an opportunity to best utilize my experience and a passion for portfolio management. It also created the opportunity to provide you with a vast menu of offerings to help you pursue virtually any financial and associated lifestyle goal.
I am based on Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Callie. In my spare time, I enjoy traveling, reading and watching UConn basketball.
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LANGUAGES
Spanish & English
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EDUCATION
University of Connecticut
New York University
Fairfield University
Fordham University
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
David W. Waldo
Employee Benefits Specialist
Bank of America, N.A.
Virginia Dobbs
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #167942
Jeffrey Wiedmann
Wealth Strategist
Merrill
Upcoming Events
Tax Planning Discussion
December 6th, 2023|8:30 AM - 9:30 AM EST
Join us for a timely and smart discussion on tax planning resources featuring Maria Boyce, Senior Manager, Tax & Business Services at Marcum, LLP. We will cover key implications to consider on inheritance, gifting and tax management strategies for individuals, business owners and executives. Complimentary breakfast and networking opportunities.
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Maria Boyce, CPA, Senior Manager, Tax & Business Services, Marcum LLP
This meeting will be in-person. To register, please RSVP to omar.dinar@ml.com
For more information: 203.356.8678 or Omar.Dinar@ml.com
Past Events
Essentials of Estate Planning
June 13th, 2023|11:30 AM - 12:30 PM EST
Join us on Tuesday, June 13, 2023 at 11:30 EST where we will discuss the Essentials of Estate Planning with guest speaker, Janie McDermott, Partner at Carmody Torrance Sandak & Hennessey LLP. During the event we will cover the following:
- The Basics of Estate Planning
- Wills, Power of Attorney, Health Care Proxy, & Trusts
- Beneficiary & Fiduciary designations Legacy Planning
- How to get started
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
Janie L McDermott, Partner at Carmody Torrance Sandak & Hennessey LLP
This meeting will be conducted via WebEx. To register, please RSVP to Omar.Dinar@ml.com
Diverse Viewpoints: Exploring Wealth in the Hispanic/Latino Community
October 12th, 2023|11:30 AM - 12:30 PM EST
You’re invited to a Virtual Seminar: Diverse Viewpoints, Exploring Wealth in the Hispanic/Latino Community.
As part of Hispanic Heritage Month, we will present insights from the affluent Hispanic/Latino community on financial attitudes and behaviors. At Merrill, we’ve always focused on putting our clients first and understanding them as individuals and as members of their communities. This body of research furthers our commitment to understanding the diverse experiences and financial paths of the communities in which we live and work.
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com
The Role of Fixed Income Investments
October 18th, 2023|11:30 AM - 12:30 PM EST
You’re invited to a Virtual Seminar: The Role of Fixed Income Investments.
Join us for a discussion about fixed income investing where we will:
- Discuss the role of fixed income as part of a well-diversified strategy
- Share the Chief Investment Office's current outlook on fixed income markets
- Review the wide range of ways you can invest in fixed income
- Share ways we can work together to implement a disciplined investment approach
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com
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.
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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.
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.
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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