Ariel Bobroff
Senior Vice President - Investments | Senior Financial Advisor at Lone Cypress Wealth Management of Raymond James | Beverly Hills, California, United States
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Ariel Bobroff serves as Senior Vice President of Investments at Raymond James in Beverly Hills, California, where he leverages nearly two decades of experience in wealth management and investment services to empower a diverse clientele, including families, business owners, and entrepreneurs. His extensive background equips him with a profound understanding of the complexities involved in financial planning, asset allocation, and retirement planning, allowing him to tailor strategies that align with each client's unique financial goals.
At Raymond James, Ariel is actively involved in key projects that focus on enhancing client engagement and optimizing investment portfolios. His expertise in portfolio management and alternative investments enables him to navigate the ever-evolving financial landscape, ensuring that his clients are well-positioned to capitalize on emerging opportunities while mitigating risks. Ariel’s commitment to providing comprehensive investment advisory services is evident in his meticulous approach to fixed income strategies and wealth management, where he emphasizes the importance of a diversified investment strategy.
Ariel's proficiency in the financial industry is further underscored by his Series 7 certification, which allows him to offer a wide range of investment options tailored to meet the specific needs of his clients. His dedication to fostering long-term relationships and delivering exceptional service has solidified his reputation as a trusted advisor in the Beverly Hills community. As he continues to expand his influence at Raymond James, Ariel remains focused on helping clients navigate their financial journeys with confidence and clarity.
Senior Vice President - Investments | Senior Financial Advisor at Lone Cypress Wealth Management of Raymond James in August 2019 to Present
Senior Vice President - Wealth Management at Merrill Lynch in January 2012 to August 2019
Portfolio Manager - PIA Program at Merrill Lynch in February 2009 to August 2019
First Vice President - Investments at Merrill Lynch in November 2008 to December 2011
Vice President - Investments at UBS Financial Services Inc. in April 2001 to November 2008
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Family Office
Portfolio Management
Investments
Financial Planning
Fixed Income
Series 7
Asset Allocation
Wealth Management
Retirement Planning
Alternative Investments
Investment Advisory
Credit
High Net Worth Individuals
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What is Ariel Bobroff email address?
Email Ariel Bobroff at [email protected] and [email protected]. This email is the most updated Ariel Bobroff email found in 2026.
What is Ariel Bobroff phone number?
Ariel Bobroff phone number is +16313148119 and +13234403541.
How to contact Ariel Bobroff?
To contact Ariel Bobroff send an email to [email protected] or [email protected]. If you want to call Ariel Bobroff try calling on +16313148119 and +13234403541. (updated on November 04, 2024)
What is Ariel Bobroff net worth?
Ariel Bobroff has an estimated net worth of $750,000 to $999,999
What company does Ariel Bobroff work for?
Ariel Bobroff works for Lone Cypress Wealth Management of Raymond James
What is Ariel Bobroff's role at Lone Cypress Wealth Management of Raymond James?
Ariel Bobroff is Senior Vice President - Investments | Senior Financial Advisor
What industry does Ariel Bobroff work in?
Ariel Bobroff works in the Financial Services industry.
Ariel Bobroff Email Addresses
Ariel Bobroff Phone Numbers
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