Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Aviv Hod is Assistant Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center. He believes that everyone's situation is unique and requires a customized approach. To that end, he practices Goals Based Wealth Management, a disciplined and consistent process that helps to ensure a deep understanding of your financial circumstances and life goals. The process aligns appropriate investment strategies in pursuit of your goals.
Many of Aviv's clients are passionate about Environmental and Social Governance issues, and want to make a positive impact with the money they invest. For these clients, Aviv builds diversified Socially Responsible, high impact investment portfolios that align with their long-term financial goals while making the world a better place.
He is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
His wealth planning process includes carefully considering risk management with clients’ concentrated equity positions and incentive compensation packages, including stock options, restricted stock, employee stock purchase plans, and deferred compensation.
Aviv's highest priority is client service, and providing the personal attention clients deserve to address their retirement income, education planning, as well as estate and tax minimization needs.
He holds the Series 7 and Series 66 registrations as supervised by the Financial Industry Regulatory Authority (FINRA) and also holds professional licenses in Life, Long-Term Care Insurance and annuities.
Aviv lives with his wife Emily, son Ilan, and daughter Sivan in Marblehead, MA. He is an experienced instrument rated private pilot and enjoys kiteboarding, sailing, skiing, and volunteering as a Coast Guard Auxiliary pilot.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
English, German & Hebrew
University of Iowa
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.
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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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