Leonard Arabia

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Shamong, NJ

Credentials

Series 66

Industry experience

16 years

About

Leonard Arabia is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving high net worth families, business owners, principals, and entrepreneurs. He is part of an established Boston-based Private Wealth team recognized for delivering integrated wealth strategies, balanced portfolio management, and complex balance sheet optimization. Leonard's approach centers around attentive listening and tailored solutions to address the long-term financial objectives and legacy planning needs of his clients.

Leonard earned his bachelor's degree from Boston College. He holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. His expertise includes family wealth management strategies, legacy planning, liquidity management, portfolio management, small business strategies, and tax minimization. Leonard is affiliated with Merrill Private Wealth Management and participates in professional and community organizations, including Big Brothers Big Sisters of Eastern Massachusetts.

Client services

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

Expertise

Wealth management General estate planning guidance Multi-generational wealth transfer Tax strategies for small businesses

Occupation focus

Founder/Business Owner

Work history

Bank Of America, N.A.

2015 - Present (11 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sean L

CFP®, CPA

Moorestown, NJ

Purpose Built

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

Business Financial Management Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Established Professionals Mid-Career Professionals Gen X (Born 1965-1980)

Matt R

CFP®, EA

Marlton, NJ

Sound Wealth LLC

I’m Matthew Reakus, a Christian, father of three, husband to an amazing wife, and a dedicated financial planner passionate about helping families thrive financially. As the owner of Sound Wealth, I work with individuals, families, and business owners to simplify their financial lives, all through the lens of biblical stewardship. I teach biblical financial courses, guiding others on how to manage their resources wisely while honoring their faith. I also find joy in coaching my kids’ sports and staying active in my community. At Sound Wealth, we focus on providing comprehensive financial planning, investment management, and tax preparation services. Our financial planning goes beyond the basics, incorporating long-term strategies that align with personal and Kingdom goals. Through biblically responsible investing, we help clients grow their wealth while ensuring their investments reflect their values. Our tax services are proactive, offering year-round planning to minimize liabilities while maximizing the potential for giving and legacy-building. In all our services, from business consulting to retirement planning, we aim to deliver clarity, confidence, and financial freedom, allowing our clients to invest in what truly matters. Whether you're seeking to plan for the future, grow your investments, or simplify your finances, we’re here to guide you every step of the way. Let's make your financial journey not just successful, but purposeful.

Dentist Founder/Business Owner Christian Faith Based Baby Boomers (Born 1946-1964)

Michael F

Series 63, Series 65

Mount Laurel, NJ

Merrill

Michael Fehrenback is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and joined Merrill in 2017 after experience at Smith Barney and Morgan Stanley. Michael serves a multi-generational client base that includes active and retired executives at power and public companies, attorneys, and others residing in more than a dozen states. Michael focuses on building strong relationships with clients, emphasizing frequent communication to understand their long-term goals, financial concerns, and preferences. He specializes in areas such as executive compensation, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. His approach includes developing customized strategies that enhance both assets and liabilities, coordinating with clients’ CPAs and attorneys on tax and wealth transfer matters, and incorporating Merrill’s research and vetted investment managers into portfolio construction. Michael holds a Bachelor of Science degree in Economics from Rutgers University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he spends time with his wife, Renee, and their three children, and enjoys golfing, reading, running, traveling, and watching movies.

Wealth management Retirement income strategy Retirement withdrawal strategies Business ownership considerations General estate planning guidance Executive Attorney Established Professionals Mid-Career Professionals

Randy S

Series 66

Mount Laurel, NJ

Merrill

Randy Sinnott is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal priorities and develop tailored strategies to pursue their financial goals, including short-, mid-, and long-term objectives. His approach encompasses a range of services, such as retirement planning, education funding, legacy planning, portfolio management, tax minimization, and small business strategies. Randy holds a Bachelor's Degree from Rutgers and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also connected to Bank of America specialists, enabling him to provide clients with additional resources across banking, credit, home financing, and small business solutions. Outside of his professional work, Randy has personal interests in baseball, boating, fishing, football, golfing, hunting, running, and tennis.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
user avatar

Christopher P

Series 63, Series 66

Mount Laurel, NJ

Merrill

Christopher Paul is a Financial Advisor with Merrill Lynch Wealth Management, where he works with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a broad range of financial matters, including investing, retirement planning, and preparing for unexpected expenses. Additionally, he connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Christopher holds a High School Diploma from Northern Burlington High School and an Associate's Degree from Burlington College. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Portfolio Management Advisor (APMA), and Chartered Retirement Planning Counselor (CRPC). His approach centers on understanding what matters most to clients and their families in order to create personalized financial strategies.

General retirement planning Wealth management

Albert K

Series 66

Mount Laurel, NJ

Merrill

Albert Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch as an intern in 2009 and, after graduating from the University of Pittsburgh in 2010, gained experience in investment, banking, and credit at Edward Jones and JPMorgan Chase. He returned to Merrill Lynch in 2014 and has since worked with the Barnett-Roskos Wealth Management Group. Albert's expertise includes college education planning, employee benefits planning, institutional and corporate benefit services, legacy planning, liquidity management, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Villanova, Pennsylvania, Albert resides in New Jersey with his wife and their dog. He has personal interests in boxing, golfing, hiking, tennis, watching movies, and yoga, and is active in his community as a board member on several nonprofits.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")