Aviv Hod
Vice President, Senior Financial Advisor
100 Federal Street
Boston, MA 02110
617.946.4022
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Aviv Hod is Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center.  He believes that everyone's situation is unique and requires a customized approach.  To that end, he practices Goals Based Wealth Management, a disciplined and consistent process that helps to ensure a deep understanding of your financial circumstances and life goals. The process aligns appropriate investment strategies in pursuit of your goals.

Many of Aviv's clients are passionate about Environmental and Social Governance issues, and want to make a positive impact with the money they invest. For these clients, Aviv builds diversified Socially Responsible, high impact investment portfolios that align with their long-term financial goals while making the world a better place.

He is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.

His wealth planning process includes carefully considering risk management with clients’ concentrated equity positions and incentive compensation packages, including stock options, restricted stock, employee stock purchase plans, and deferred compensation.

Aviv's highest priority is client service, and providing the personal attention clients deserve to address their retirement income, education planning, as well as estate and tax minimization needs. 

He holds the Series 7 and Series 66 registrations as supervised by the Financial Industry Regulatory Authority (FINRA) and also holds professional licenses in Life, Long-Term Care Insurance and annuities.

Aviv lives with his wife Emily, son Ilan, and daughter Sivan in Marblehead, MA. He is an experienced instrument rated private pilot and enjoys kiteboarding, sailing, skiing, and volunteering as a Coast Guard Auxiliary pilot.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

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Preparing for Retirement
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Briana Hanson,

CRPC™

Officer, Registered Wealth Management Client Associate
617.946.4091
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Aviv Hod is registered to do business in AZ, CA, CT, DC, FL, GA, IA, MA, MD, ME, MI, NC, NH, NJ, NY, OR, RI, SC, TN, TX, WA.