Randy has an extensive background in the financial services industry which he has been a part of since 1999. He joined Merrill Lynch Wealth Management in 2015 from Deutsche Bank. Randy and his team work diligently to simplify clients’ financial lives and deliver customized strategies to help them pursue their short- and long-term financial goals. He can address client needs from the sale of a business to helping them learn about the choices they have for their retirement assets in a former employer’s plan*.

As a former M&A Investment Banker and Private Equity Professional, Randy draws on his extensive experience and knowledge to help clients who have recently gone through/or are going through a business sale or liquidity event. He has dedicated himself to thoroughly understanding the priorities and needs created by the sale of a business, and focuses his efforts on helping those individuals and their families.

Randy works with clients in identifying and prioritizing their various goals and needs— including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then he develops customized strategies that are tailored to suit their personal circumstances and their own unique needs. Randy pays close attention to both sides of a client’s balance sheet, and offers access to the credit and lending services of Bank of America,N.A., who can provide strategic and personalized banking guidance focused on specific needs.

In addition to his attention to investing, Randy is committed to helping clients optimize their resources so they can make the most of what they have. He focuses on clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. He works primarily with wealthy individuals and their families, many of whom may be facing significant liquidity events. Randy received a B.S. in Business with a concentration in Finance from Marist College. He is an active supporter of the National MS Society and the Pink Ribbon Breast Cancer Foundation. He lives in Greenwich, Connecticut with his wife, Jennifer, and their three children, Tyler, Hallie and Delilah.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment(particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, speak to your Merrill Financial Advisor.

Katie joined Merrill Lynch Wealth Management in 2018 and is a relationship driven financial professional. As a Wealth Management Client Associate, her role is to engage with Kemka Group relationships providing them with an exceptional client service experience. Katie focuses on making sure every client receives outstanding service and works to simplify their financial lives while providing a top of the line client experience. Katie received a Bachelor’s Degree in Finance and a minor in Business and English from The University of Rhode Island. She resides in Milford, Connecticut and in her free time she loves to foster dogs.

Kevin joined Merrill Lynch Wealth Management in 2016 and is a relationship driven financial professional. As a Client Associate , his role is to engage with Kemka Group relationships providing them with an exceptional client service experience. Kevin focuses on making sure every client receives outstanding service and works to simplify their financial lives while providing a top of the line client experience. Kevin received a Bachelor’s Degree in Finance and a minor in Economics from Fairfield University. He resides in Stamford, Connecticut.