Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Riehl, Dinar & Associates
Wealth ManagementLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
Family, Hard Work, Respect, Community
Riehl, Dinar & Associates
Mission
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. We problem solve with our clients to turn their financial ambitions into action so that can take care of their family and secure their legacy. This is accomplished through an exceptional experience centered on transparent, personalized, and easy to follow actionable steps addressing short-term challenges and long-term goals.
Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
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.
Our Videos
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Meet the Team
Supported by the global resources of Merrill, our 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.
Mark D Temple
Employee Benefits Specialist
Bank of America, N.A.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Virginia Dobbs
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #167942
Upcoming Events
Business Owners and their Financial Needs - Day Session
June 18th, 2024|11:30 AM - 12:30 PM EST
At Riehl, Dinar and Associates, we offer business owners access to a set of services to help them grow and protect their business and family. They must also plan for retirement and their family’s future. So how can one busy person possibly address all these needs? One answer is to manage your business and personal finances as two parts of an integrated whole.
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. Click here to register or email omar.dinar@ml.com
For more information: 203.356.8678 or Omar.Dinar@ml.com
Business Owners and their Financial Needs - Evening Session
June 18th, 2024|5:00 PM - 6:00 PM EST
At Riehl, Dinar and Associates, we offer business owners access to a set of services to help them grow and protect their business and family. They must also plan for retirement and their family’s future. So how can one busy person possibly address all these needs? One answer is to manage your business and personal finances as two parts of an integrated whole.
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. Click here to register or email omar.dinar@ml.com
For more information: 203.356.8678 or Omar.Dinar@ml.com
Merrill Center for Family Wealth - Day Session
May 21st, 2024|11:30 AM - 12:30 PM
At Riehl, Dinar & Associates we help families to define the purpose of their wealth and to be intentional about wealth’s impact on themselves,
their families, and their communities. Significant wealth brings substantial complexity. We will cover how the Center exists to help families make sense of that complexity and find ways to thoughtfully navigate wealth in each generation to build individual and collective well-being, purpose, and productivity.
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. Click here to register or email omar.dinar@ml.com
For more information: 203.356.8678 or Omar.Dinar@ml.com
Past Events
The Power of Financial Planning
January 18th, 2024|11:30 AM - 12:30 PM EST
Kick off the new year with a timely and informative webinar where we will discuss the potential benefits of financial planning. A personalized financial plan can help your assets last through your lifetime and to pursue your desired retirement lifestyle. A financial plan may help:
- Identify and prioritize what matters most to you
- Understand your path forward
- Set your strategy in motion
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
A Path Forward: Adjusting Your Retirement Plan for the Road Ahead
February 21st, 2024|11:30 AM - 12:30 PM EST
Join us for an insightful webinar on adjusting your retirement plan for the road ahead. The markets can be unpredictable, but staying the course with a long-term plan may be your best way forward. This means it's more important than ever to make sure your financial plan and retirement strategy are aligned for the path forward. During our discussion we will cover the following.
- Establishing your plan in both short and long term goals
- Exposure our disciplined investment process that aligns with your plan
- Offer some practical ideas to help you prepare for whatever the future brings
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
Women and Wealth
March 20th, 2024|11:30 AM - 12:30 PM EST
Women have a lot to celebrate. They’ve made strides in key areas in recent years — from earning more college degrees and holding higher-paying jobs to starting their own businesses and living longer.
As part of Women's Month in March join us for this webinar where we’ll talk about the economic power and influence that women possess and how you can prioritize the things that matter most to you, from your careers to your families. We’ll also discuss how to plan for your goals throughout your unique journey.
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
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.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.
Articles
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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