Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dimitar S. Arabadzhiev, CRPC®
Senior Vice President
Senior Financial Advisor
Dimitar adheres to a disciplined investment process that delivers a consistent and customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.
With this intimate knowledge about what you value most, Dimitar is able to help you (1) define and establish your long term objectives; (2) develop an appropriate strategy and asset allocation based on your preferred risk tolerance; (3) recommend strategies that draw upon the breadth and depth of Merrill Lynch's open architecture platform; (4) conduct regular reviews with you to help monitor progress toward reaching your goals.
Dimitar brings an institutional approach of wealth management utilizing various alternative investment and flexible mandate strategies.
Dimitar holds the Chartered Retirement Planning CounselorSM designation with a focus on planning, design, implementation and monitoring of individual and corporate retirement plans. He is highly skilled in customizing investment platforms to enable successful individuals to maximize their personal retirement goals.
Dimitar joined Merrill Lynch in 2008. Prior to his current role, he served as Vice President with Bank of America Premier Banking & Investments and held other leadership positions at the company since 2002.
Dimitar's best asset is his reputation for honesty and integrity; something that accompanies every client relationship and portfolio.
Dimitar earned an MBA degree from Providence college with a concentration in Finance and a degree in Economics from Southwestern University in Bulgaria. He enjoys living on Cape Cod with his wife Christina and their two sons - Alexander and Eric.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*Asset allocation does not ensure profit or protect against loss in declining markets.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.