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The Barzilay Group

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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.



*Source: On Wall Street’s "Top 40 Advisors Under 40" list, January 2019. For more information about the selection criteria, go to http://details-he.re/M686p4 . On Wall Street is a trademark of SourceMedia. All rights reserved.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, September 2018. For more information about the selection criteria, go to http://details-he.re/CnlKDY . SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.

*Source: Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors” list, July 2018. For more information about the selection criteria, go to http://details-he.re/F7Z3tV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.

*Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. For more information about the selection criteria, go to http://details-he.re/M6jwj7. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

*Forbes “Best-in-State Wealth Advisors” list, February 2019. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

*Source: Forbes "America's Top Women Wealth Advisors" list, May 2018. For more information about the selection criteria, go to http://details-he.re/91KIc5. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

 *Source: Barron’s "America's Top 100 Women Financial Advisors" list, June 6, 2016. For more information about the selection criteria, go to Barron’s Top Financial Advisors page . Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Wealth Management Magazine's (formerly REP.) "Top 40 Wirehouse Advisors Under 40", list.  As published online July 6, 2015 and released in print in July, 2015.  Advisors are ranked exclusively by assets under management custodied at the four wirehouse firms.  The ranking features top advisors for whom 80 percent or more of assets correspond to retail clients eligible for the list.  Advisors must be under the age of 40 as of July 1, 2015.  Wealth Management Magazine (formerly REP.) and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings.

*Wealth Management Magazine's (formerly REP.) "Top 50 Wirehouse Women" list, August 1, 2015. Advisors on the "Top 50 Wirehouse Women" list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. Wealth Management Magazine (formerly REP.) and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.

*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

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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 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.

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 | Investment Associate

Recognition

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

Rachel Leigh Barzilay

Forbes’ “America’s Top Women Wealth Advisors” 2017, 2018, 2019, and 2020

Barron’s “Top 100 Women Financial Advisors” 2016

Barron’s Top 1,200 Financial Advisors in 2016, 2017, 2018, 2019, and 2020

Forbes “Best-in-State Wealth Advisors”  2018, 2019, and 2020

Working Mother/SHOOK Research’s Top Wealth Adviser Moms in 2017, 2018, and 2019

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.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically 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.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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.