Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
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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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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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.