Ariel’s strong work ethic and tech-savvy abilities are fully utilized in her role as financial planning assistant for the Family Wealth Decisions Group team. Our team and our clients rely on her ability to multi-task and on her research skills to support the planners and practice manager in their roles.
Ariel began her career in customer service in 2009, and has learned the ins and outs of each industry she has been employed in to provide customers and clients with the best experience possible. She excels in research and problem solving, and has utilized those skills to provide best fit solutions to specific demands.
Ariel earned a Bachelor’s degree at CUNY Hunter College. She plans to pursue her education and training in the field of financial planning.