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Leonard A
Series 66
Shamong, NJ
Merrill
Leonard Arabia Jr. is a Private Wealth Advisor at Merrill Private Wealth Management in Boston. He is a member of an industry-recognized Private Wealth team that focuses on providing integrated solutions, creative and efficient planning, and balance sheet optimization within a client-centered "listen first" framework. Leonard and his team specialize in designing, developing, and implementing bespoke wealth strategies for select affluent families. Their expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, and tax minimization. They take a long-term and risk-aware approach to preserving and investing assets, with an emphasis on multigenerational planning. He holds a Bachelor's degree from Boston College and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Leonard is also involved with the Big Brothers Big Sisters of Eastern Massachusetts and is an active member of Merrill Private Wealth Management.
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