Ariel Horowitz

Ariel Horowitz is a Client Service Associate at Crewe Advisors in Salt Lake City, Utah, where she contributes to delivering high-touch wealth management and investment advisory services to affluent families, entrepreneurs, and professionals. In this role, her responsibilities include acting as a primary point of contact for clients, supporting three firm advisors, and coordinating comprehensive wealth management strategies that address investment, tax, estate, and risk management needs.

Ariel’s background includes experience as a Licensed CXR at Robinhood and a Series 7 and 63 Licensed Associate at Fidelity Investments, building proficiency in brokerage services, trade execution, and client support across equity, fixed income, and alternative asset classes. These roles have deepened her expertise in retail and institutional investment solutions, portfolio construction, and client relationship management, with a focus spanning both traditional and alternative financial assets.

She holds a degree from Brigham Young University – Idaho and maintains active Series 7 and 63 licenses. Through her experience at both national retail brokerages and boutique advisory firms, Ariel has developed a robust foundation in client service, operational oversight, and integrated wealth planning, contributing to a seamless client experience at Crewe Advisors.