We are determined to be the last Financial Advisor
you will ever need.

When you select the Barzilay Group, you are not just getting an individual, you are supported by decades of experience in the financial services industry. The business ethics and investment principles that have served clients well since Arthur Barzilay joined Merrill Lynch in 1980 have been embraced by our next generation — Rachel Barzilay. We have a tradition of total devotion to the pursuit of excellence, with a genuine enthusiasm for helping clients. Clients who choose to work with us feel our passion in every interaction.

Our Philosophy

Once we learn about you and truly understand what you want to accomplish in life, we can help develop your asset allocation strategy. Just as important to the asset allocation process is the set of strict guidelines we establish upfront and adhere to for the ongoing management of your portfolio. This disciplined, well-diversified approach is geared to clients who want to preserve and maintain their lifestyle. It is designed to help minimize the impact of unexpected market events so your portfolio strategies can function for you as intended.

The breadth of investment strategies and services we offer is just the tip of the iceberg when it comes to successful wealth management.

- Arthur B. Barzilay
Senior Vice President – Investments
Wealth Management Advisor
Portfolio Manager, PIA Program

Highly Personalized and Risk-Appropriate Strategies

The extraordinary events that have influenced the financial markets in 2008 and 2009 are only a backdrop to some of the most important decisions we will focus on together. We have always believed in developing a robust wealth management strategy that is long term in nature and not overly reactive to issues.

Our other essential belief is that your strategy must be individualized. We will give you the attention along with the time needed to establish a comfort level whereby you and family members, if appropriate, can share with us a complete and honest picture of your goals, aspirations and expectations, including challenges that might keep you up at night. Our professional and disciplined approach, based on listening, understanding and responding, is geared toward developing solutions and opportunities that form the foundation of a wealth strategy.

The ideal asset allocation for clients would allow them to participate in the upside potential of the markets while limiting their downside risk. That is because many clients come to us having already achieved affluence and are averse to putting their lifestyle at risk for the potential of future gains. Getting true understanding of an individual's tolerance for risk is fundamental to what we do.

The organization and discipline we bring to the financial lives of clients benefit their lives in many ways, including the freedom to spend more time doing the things they enjoy most.

- Rachel L. Barzilay CFP^®, CAP^®, CRPC^®
Financial Advisor

Exceptional Service

Exceeding the needs and expectations of clients requires significant time and attention. Providing unsurpassed customer service elevates service to the next level — in our belief, the only level clients should accept. This type of commitment to service and to our ability to fulfill it comes from having the right people, working in a nurturing environment that values accuracy, energy and optimism.

We integrate the experience and knowledge of each member of our group, along with Merrill Lynch specialists, to help simplify your life. With your approval, we will maintain ongoing relationships with your legal, tax and estate planning advisors so that your entire team can be on the same page when it comes to the advice they provide for you.

With the key aspects of your financial life in capable hands, you get to pursue with passion the things in life that matter most to you.

- Arthur B. Barzilay
Senior Vice President – Investments
Wealth Management Advisor
Portfolio Manager, PIA Program

Get to Know Us

Since 1973, when Arthur Barzilay initiated and hosted Florida's first morning financial television show, he has been providing financial advice and wealth management services across the country. The four-member Barzilay Group spans two generations and has decades of financial services experience.

We are a stable, well-positioned team that knows how to leverage all the resources that Merrill Lynch has to offer.

Arthur B. Barzilay
Senior Vice President — Investments
Portfolio Manager, PIA Program
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Rachel L. Barzilay
CFP^®, CAP^®, CRPC^®
Financial Advisor
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Liza A. Reis, CFM
Financial Services Associate
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Charlene P. Rice
Registered Senior Client Associate
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