Ariana Olive
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Los Angeles, CA 90067
Credentials
Series 63, Series 65
Industry experience
8 years
About
Ariana Olive is a Financial Advisor at Merrill Lynch Wealth Management with over sixteen years of experience in finance and business management. She specializes in wealth and risk management, income tax reduction strategies, and asset preservation, providing strategic and innovative guidance to address complex financial challenges. Ariana focuses on delivering personalized, holistic financial advice tailored to the unique needs of individuals and families.
Ariana holds a Bachelor’s degree in Business Administration with a major in Finance from Florida International University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in both English and Spanish, she serves a diverse clientele and is involved with professional organizations such as the Hispanic Latino Organization for Leadership & Advancement and The Entreprenista League.
Her client focus areas include college education planning, corporate executive services, executive compensation, legacy planning, personal retirement planning, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. Ariana prioritizes effective communication, trust-building, and continuous learning to provide financial solutions aligned with clients’ values and goals.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Tax-loss harvesting
Retirement income strategy
General retirement planning
Business sale tax planning
Occupation focus
Executive
Demographic focus
Women Professionals
Women's Finance
Location
2049 Century Park E
Los Angeles, CA 90067
Most active in
Ariana O has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Bank of America, N.A.
2023 - Present (3 years)
Merrill
2022 - Present (4 years)
Homemaker
2021 - 2022 (1 year)
PNC Managed Account Solutions, Inc
2021 - 2021 (1 year)
BBVA Wealth Solutions, Inc.
2019 - 2021 (2 years)
BBVA Compass Insurance Agency
2018 - 2021 (3 years)
Compass Bank
2018 - 2021 (3 years)
BBVA Securities Inc
2018 - 2021 (3 years)
Northwestern Mutual Investment Services LLC
2016 - 2018 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Aaron K
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Max P
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Joseph L
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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