JEREMY ARIAN
Jeremy Arian, CIMA®, CEPA®, CPFA® is a Wealth Management Advisor at Merrill Lynch, where he partners with business owners, entrepreneurs, and their families to design and execute comprehensive strategies that address both their business and personal financial goals.
With extensive experience in guiding clients through every stage of the business lifecycle, Jeremy provides insight into growth planning, employee benefits, and exit strategies—helping owners not only enhance enterprise value but also prepare for what comes next. As a Certified Exit Planning Advisor (CEPA®), he offers specialized knowledge in succession planning, liquidity events, and legacy-focused transitions such as ESOPs. He collaborates closely with attorneys, CPAs, and other professionals to ensure each client’s exit plan aligns with their financial objectives, family priorities, and long-term vision.
In addition to his work with business owners, Jeremy delivers traditional wealth management services including customized investment strategies, retirement planning, estate and legacy planning, and tax-efficient wealth transfer. As a Certified Investment Management Analyst (CIMA®), he applies advanced portfolio construction and risk management principles to help clients manage and grow their wealth with discipline and precision. Through his designation as a Certified Plan Fiduciary Advisor (CPFA®), he also advises on retirement plan design and fiduciary best practices, ensuring business owners can offer world-class 401(k) and benefits programs to their employees.
Jeremy graduated Magna Cum Laude from Florida International University’s Landon Undergraduate School of Business, earning dual degrees in Finance and International Business. He is fluent in Spanish and, as a Miami native of Argentine descent, brings a multicultural perspective to his practice. Outside of work, Jeremy enjoys traveling, cycling, photography, and exploring new cuisines with his wife, Sandra, and their daughter, Ava. He is also active in his community, supporting organizations such as Feeding America, Habitat for Humanity, and United Way Miami.
Jeremy Arian, CIMA®, CEPA®, CPFA® is a Wealth Management Advisor at Merrill Lynch, where he partners with business owners, entrepreneurs, and their families to design and execute comprehensive strategies that address both their business and personal financial goals.
With extensive experience in guiding clients through every stage of the business lifecycle, Jeremy provides insight into growth planning, employee benefits, and exit strategies—helping owners not only enhance enterprise value but also prepare for what comes next. As a Certified Exit Planning Advisor (CEPA®), he offers specialized knowledge in succession planning, liquidity events, and legacy-focused transitions such as ESOPs. He collaborates closely with attorneys, CPAs, and other professionals to ensure each client’s exit plan aligns with their financial objectives, family priorities, and long-term vision.
In addition to his work with business owners, Jeremy delivers traditional wealth management services including customized investment strategies, retirement planning, estate and legacy planning, and tax-efficient wealth transfer. As a Certified Investment Management Analyst (CIMA®), he applies advanced portfolio construction and risk management principles to help clients manage and grow their wealth with discipline and precision. Through his designation as a Certified Plan Fiduciary Advisor (CPFA®), he also advises on retirement plan design and fiduciary best practices, ensuring business owners can offer world-class 401(k) and benefits programs to their employees.
Jeremy graduated Magna Cum Laude from Florida International University’s Landon Undergraduate School of Business, earning dual degrees in Finance and International Business. He is fluent in Spanish and, as a Miami native of Argentine descent, brings a multicultural perspective to his practice. Outside of work, Jeremy enjoys traveling, cycling, photography, and exploring new cuisines with his wife, Sandra, and their daughter, Ava. He is also active in his community, supporting organizations such as Feeding America, Habitat for Humanity, and United Way Miami.
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- Website:
https://advisor.ml.com/sites/fl/miami-brickell-fl/the-kane-shupenko-group/jeremy-arian - Phone: 305-347-2609
- City: Miami
- State: Florida
- Postal Code: 33131
- Country: United States
- Designations: CEPA®, CIMA®, CPFA®
- Markets Served:
- Company Name: Merrill Lynch
