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Merrill lynch

The Barzilay Group

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Merrill Lynch
Wealth Management

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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 Wealth Management 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.

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 guidance 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 has to offer.




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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 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.

Highly Personalized and Risk-Appropriate Strategies

The extraordinary events that 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, expectations, time horizon, liquidity needs and risk profile, including challenges that might keep you up at night. Our professional and disciplined approach, based on listening, understanding and responding, is geared toward developing strategies and potential opportunities that form the foundation of a wealth strategy.

The appropriate asset allocation for clients would allow them to participate in the upside potential of the markets while managing 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.

Exceptional Service

Exceeding the needs and expectations of clients requires significant time and attention. Providing outstanding 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 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 and guidance 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 | Managing Director | Senior Wealth Planner
  • The organization and discipline we strive to 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, CAP®, CFP®, CRPC® | Managing Director | Wealth Management Advisor | Senior Portfolio Manager
  • The breadth of financial strategies and services we offer is just the tip of the iceberg when it comes to wealth management.Arthur B. Barzilay | Managing Director | Senior Wealth Planner

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Rachel Leigh Barzilay

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "Top Next-Generation Wealth Advisors" 2017-2022
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2016-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "Top 100 Women Financial Advisors" 2016
Published on June 5, 2016. Rankings based on data as of March 31, 2016.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.