Ariel Michelle Stein founded Argentum Private Wealth after over a decade in the business. She originally joined the Argentum Financial Partners team in 2013 as her father's successor. Ariel is a CERTIFIED FINANCIAL PLANNER (CFP^®) practitioner as well as a Certified Plan Fiduciary Advisor^® (CPFA^®). She works with her clients to provide a meaningful, comprehensive, and client-centered financial planning experience. She prides herself on providing objective advice and proactive strategies that consider an individual or family's entire financial picture. Ariel specializes in pre-retirement planning and retirement income plans with a focus on tax planning strategies.

Ariel primarily services individuals and families with complex financial backgrounds including business owners, architects, engineers, and corporate professionals. Ariel has earned her Private Wealth Advisor* designation from Raymond James. This designation reflects her experience in managing the financial concerns of families, individuals and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial interests.

As the head of Argentum's retirement plan advisory team, she concentrates on analyzing corporate retirement plan metrics to look for opportunities to improve plan success. She is passionate about financial wellness and developing and delivering education programs for the participants and plan sponsors. Ariel is a member of the Raymond James Retirement Plan & Institutional Advisory Council**.

Ariel is a discretionary portfolio manager and runs the practice's discretionary strategies focused primarily on time horizon based fixed income allocations. She is heavily involved in the firm's investment research and planning team, which collaboratively conducts investment due diligence for our client's holdings.

*Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals families and organizations.

**Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.