AeroLeads people directory · profile
Ari Wiener, Cfp® Email & Phone Number
Senior Wealth Advisor and Director
at
MAI Capital Management
1 work email found
@mai.capital
2 phones found area 301
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Advisor and Director
Location
Washington Dc-Baltimore Area, United States
Company size
Who is Ari Wiener, Cfp®? Overview
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Quick answer
Ari Wiener, Cfp® is listed as Senior Wealth Advisor and Director at MAI Capital Management, a with 456 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at mai.capital, phone signal with area code 301, and a matched LinkedIn profile for Ari Wiener, Cfp®.
Ari Wiener, Cfp® previously worked as Senior Wealth Advisor/Director at Mai Capital Management and Wealth Advisor/Director at Mai Capital Management. Ari Wiener, Cfp® studied at University Of Maryland.
Company email context
Email format at MAI Capital Management
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*@mai.capital
71% confidence
AeroLeads found 1 current-domain work email signal for Ari Wiener, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Ari Wiener, Cfp®
With a CFP® and 8+ years in financial services, my goal is to become my clients’ trusted financial advisor. I thrive on building relationships, increasing financial literacy, and creating tailored plans that give my clients the confidence to navigate some of life’s most challenging moments.
Listed skills include 401K Rollovers, Annuity Sales, Licensed Life Insurance Agent, Insurance, and 33 others.
Current workplace
Ari Wiener, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mai Capital Management
14 roles
Ari Wiener, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor/Director
Current
Apr 2024 - Present
Wealth Advisor/Director
Dec 2021 - Apr 2024
Vice President
Investment Planning Associates, Inc.
Investment Planning Associates, Inc. (IPA) is a fee-only financial planning and investment management firm located in Rockville, MD. Founded in 1990, IPA uses a sensible low cost approach to investing based on over 25 years of personal investment experience and the collective wisdom of history’s most successful investors. IPA seeks to earn the trust, confidence and long term loyalty of its clients by helping them make important financial decisions, delivering excellent risk adjusted rates of return and providing a superior level of personalized service.www.ipa-ria.com
Nov 2020 - Dec 2021
Wealth Management Advisor
Jul 2019 - Nov 2020
Client Services Specialist
Oct 2016 - May 2019
Relationship Banker
Responsible for direct selling of our consumer and small business products/services to existing and new customers. Develops and deepens relationships by servicing and selling consumer and small business products to new and existing customers. Responsible for referring customers to other lines of business such as Capital One Financial Advisors, Private Banking, Small Business and Commercial banking as appropriate. Must maintain and acquire knowledge of complete line of products and services offered at the bank. Perform related duties as required to achieve branch goals.
Dec 2014 - Jul 2016
Licensed Agent
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Jan 2013 - Nov 2014
Financial Services Professional
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Jan 2013 - Nov 2014
Inside Sales Associate
-Generated close to $500,000 in B2B marketing contracts-Extensive use of SalesForce application-Managed large amounts of sales data-Researched and qualified merchants for business opportunities-Contacted prospective clients about opportunities for creating custom-tailored marketingpartnerships with LivingSocial-Provided excellent customer service and knowledge of LivingSocial brand and capability-Explained important contract terms to prospects
Jul 2012 - Nov 2012
Jr. Advisor
-Prospected businesses-Spoke to heads of HR and employee benefits at small businesses-Discussed open enrollment and opportunities for becoming insured with Aflac
Jan 2012 - Jul 2012
Intern
-Worked on several construction projects-Dealt with managers from different departments-Held weekly meetings, updating managers on progress of tasks
Jun 2010 - Aug 2010
Intern
Worked with management on expansion of Walter Reed Army Medical Center to create a small business profiles and insure participation with state laws. Participated in meetings with heads of the small business plans
Jun 2008 - Aug 2008
Intern
Worked the Washington Nationals Stadium construction projectCataloged and tracked door frames for modification and placement. Held meetings with contractors and kept track of schedules and tasks
Jun 2007 - Aug 2007
Team & coworkers
Colleagues at MAI Capital Management
Other employees you can reach at mai.capital. View company contacts for 456 employees →
JB
Joseph Buccella
Colleague at Mai Capital ManagementPlainview, New York, United States
View →
PS
Perry Streett
Colleague at Mai Capital ManagementLittle Rock, Arkansas, United States
View →
GC
Gregg Cohen
Colleague at Mai Capital ManagementEdwards, Colorado, United States
View →
SB
Sathik Basha
Colleague at Mai Capital ManagementSaudi Arabia
View →
KP
Katie Perkner
Colleague at Mai Capital ManagementJacksonville, Florida, United States
View →
BR
Brandon Rozanski
Colleague at Mai Capital ManagementCincinnati Metropolitan Area, United States
View →
NF
Nicole Ferraro, Mba
Colleague at Mai Capital ManagementGreater Cleveland, United States
View →
SS
Steven Schoenwald
Colleague at Mai Capital ManagementHinckley, Ohio, United States
View →
CW
Christopher Watson, Cfp®, Cdfa™
Colleague at Mai Capital ManagementBoston, Massachusetts, United States
View →
LS
Laura Sullivan
Colleague at Mai Capital ManagementUnited States
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Joseph Buccella
Colleague at Mai Capital ManagementPlainview, New York, United States
View →
PS
Perry Streett
Colleague at Mai Capital ManagementLittle Rock, Arkansas, United States
View →
GC
Gregg Cohen
Colleague at Mai Capital ManagementEdwards, Colorado, United States
View →
SB
Sathik Basha
Colleague at Mai Capital ManagementSaudi Arabia
View →
KP
Katie Perkner
Colleague at Mai Capital ManagementJacksonville, Florida, United States
View →
BR
Brandon Rozanski
Colleague at Mai Capital ManagementCincinnati Metropolitan Area, United States
View →
NF
Nicole Ferraro, Mba
Colleague at Mai Capital ManagementGreater Cleveland, United States
View →
SS
Steven Schoenwald
Colleague at Mai Capital ManagementHinckley, Ohio, United States
View →
CW
Christopher Watson, Cfp®, Cdfa™
Colleague at Mai Capital ManagementBoston, Massachusetts, United States
View →
LS
Laura Sullivan
Colleague at Mai Capital ManagementUnited States
View →
2 education records
Ari Wiener, Cfp® education
Education record
Ba, Economics
FAQ
Frequently asked questions about Ari Wiener, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ari Wiener, Cfp® work for?
Ari Wiener, Cfp® works for MAI Capital Management.
What is Ari Wiener, Cfp®'s role at MAI Capital Management?
Ari Wiener, Cfp® is listed as Senior Wealth Advisor and Director at MAI Capital Management.
What is Ari Wiener, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mai.capital for Ari Wiener, Cfp® at MAI Capital Management.
What is Ari Wiener, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 301 for Ari Wiener, Cfp® at MAI Capital Management.
Where is Ari Wiener, Cfp® based?
Ari Wiener, Cfp® is based in Washington Dc-Baltimore Area, United States while working with MAI Capital Management.
What companies has Ari Wiener, Cfp® worked for?
Ari Wiener, Cfp® has worked for Mai Capital Management, Investment Planning Associates, Inc., Tiaa, Thomaspartners Investment Management, and Capital One.
Who are Ari Wiener, Cfp®'s colleagues at MAI Capital Management?
Ari Wiener, Cfp®'s colleagues at MAI Capital Management include Joseph Buccella, Perry Streett, Gregg Cohen, Sathik Basha, and Katie Perkner.
How can I contact Ari Wiener, Cfp®?
You can use AeroLeads to view verified contact signals for Ari Wiener, Cfp® at MAI Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Ari Wiener, Cfp® attend?
Ari Wiener, Cfp® studied at University Of Maryland.
What skills is Ari Wiener, Cfp® known for?
Ari Wiener, Cfp® is listed with skills including 401K Rollovers, Annuity Sales, Licensed Life Insurance Agent, Insurance, Protection Planning/Family Security, Retirement Planning, Retirement, and Small Business.
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