Ari Linder

My team approaches financial planning as a structured process that begins by listening carefully. Understanding your life and your unique concerns means going beyond investments. I can help clarify your goals, prioritize your efforts, then guide you through action using Merrill's investment capabilities. Whether your goals include planning to fund a loved one's education, ensuring your money lasts through retirement, covering potential healthcare costs, or preserving what you've saved, I can help you develop a personalized financial strategy aligned with those goals.