Women’s superpower: Investing

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

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We will help you organize your financial life to achieve what’s most important to you and your family.

How we help clients during times of market volatility.

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.

  • LANGUAGES

    Spanish & English

  • EDUCATION

    University of Connecticut

    New York University

    Fairfield University

    Fordham University

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 Strategies Advisor

Bank of America, N.A.

Past Events

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

      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

        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

        Mission

        We at Riehl, Dinar & Associates work with a select group of diverse business professionals and owners to achieve clear and outstanding results.  We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy.  This is accomplished while providing an exceptional client experience centered on transparent, personalized, and actionable steps to address their short term challenges and long term goals.

        Approach

        No two investment approaches are alike because no two investors are alike. Working closely with you the team examines key components of your life plan to help you create a financial strategy with personalized advice and measurable goals. The team helps you track progress to your goals and works with you to adjust your investment style and strategy over time, as needed.

        Capabilities

        Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

        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.


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            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.

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            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.

            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.