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Ariel J
Series 66
Watermill, NY
Merrill
Ariel Jacobs is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been a financial advisor since 2007. She serves high-net-worth multi-generational families, focusing on comprehensive wealth strategies to address a variety of financial needs. Her expertise spans education planning, family wealth management strategies, legacy planning, portfolio management, retirement income, and financial guidance specifically tailored for women and wealth. Ariel leads a team of five advisors and three client service associates, collaborating closely with internal specialists in credit, lending, and trusts to provide integrated financial solutions. She works to help clients realize their financial goals through thoughtful planning and personalized strategies. Ariel holds a Bachelor's degree from the University of Michigan and possesses professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She serves as a Board Member for the Kaplen JCC on the Palisades.
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