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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 provides integrated solutions, planning, and balance sheet optimization for successful families, business owners, principals, and entrepreneurs. Leonard's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, and tax minimization. The team focuses on delivering bespoke wealth strategies by navigating the challenges and opportunities of substantial wealth with a long-term and risk-aware approach to preserving and investing assets, emphasizing multigenerational planning. He holds a Bachelor's Degree from Boston College and carries professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Leonard is involved with Merrill Private Wealth Management and contributes to the community through Big Brothers Big Sisters of Eastern Massachusetts. Outside of work, he enjoys adventure sports, boating, cooking, skiing, and spending time with his family.

Wealth management General estate planning guidance Multi-generational wealth transfer Tax-loss harvesting Founder/Business Owner
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