Watermill, NY Office

Ariel Jacobs is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving high-net-worth, multi-generational families since 2007. She leads a team of five advisors and three client service associates, working closely with internal specialists in credit, lending, and trusts to provide comprehensive financial strategies. Ariel focuses on uncovering clients' most important financial goals and helping them achieve these through thoughtful planning, covering areas such as education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Ariel holds a Bachelor's degree in Psychology from the University of Michigan and maintains several 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). Her client-centered approach emphasizes building meaningful relationships by understanding clients personally and collaborating with their other professional advisors to simplify complex financial lives. In addition to her professional work, Ariel serves as a Board Member for the Kaplen JCC on the Palisades. She lives in Demarest with her husband and two sons and spends her personal time playing tennis, traveling, entertaining, and watching movies with her family.