In his previous role as a Financial Advisor, Arthur was named to Barron's "America's Top 1,000 Financial Advisors: State-by-State" list in 2010, 2011, 2012, 2013(Published annually in February. Rankings based on data as of September 30 of prior year) and to its "America's Top 1,200 Financial Advisors: State-by-State" list in 2014(Published on February 24, 2014. Rankings based on data as of September 30, 2013). Six years after co-founding a financial advisory firm, Arthur Barzilay joined Merrill Lynch Wealth Management in 1980 and has built a successful practice that caters to high-net-worth individuals and a variety of businesses across the United States. During his lengthy tenure, he has also served as resident manager of Merrill's Fort Lauderdale and Coral Springs offices.

Arthur has long been a mainstay of the South Florida community. In his pre–Merrill days, he initiated and hosted "Arthur's Inflation Report," the area's first morning television financial program. Through publications and seminars, Arthur has been able to contribute his understanding of the financial landscape to the investing public and he continues to be a student of the equity markets. Arthur holds Series 7, 8, 63 and 65 FINRA registrations, and his credentials include a Florida license in life, health and variable annuities.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

 The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. 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.

Rachel brings a multigenerational component to the Group, helping demonstrate to high-net-worth families and individuals that a team member can continue to advise not just existing clients, but their children and grandchildren, as well.

She is a Dean’s list graduate of the University of Florida, with a B.S. in Business Administration and a major in finance. She has a Florida license in life, health and variable annuities, and holds Series 7 and 66 FINRA registrations. Rachel also holds the Chartered Advisor in Philanthropy®, CAP® designation, the Chartered Retirement Planning Counselor, CRPC designation and is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Named to:

Barron’s Top 100 Women Financial Advisors in 2016
Published on June 5, 2016. Rankings based on data as of March 31, 2016.
Barron's Top 1,200 Financial Advisors in 2016 through 2023
Published annually in February-March. Rankings based on data as of September 30 of prior year.

Forbes Best-in-State Next-Generation Wealth Advisors list in 2019 and 2022
Published annually Aug – Sept. Rankings based on data as of March 31
of current year.
Forbes Best-in-State Wealth Advisors list in 2018 through 2023
Published annually Jan – April. Rankings based on data as of June 30 of prior year.
Forbes  "Top Next-Generation Wealth Advisors" list in 2017 through 2022
Published annually July – Sept. Rankings based on data as of March 31 of current year.
Forbes "America’s Top Women Wealth Advisors" list in 2017 through 2021
Published annually Feb – April. Rankings based on data as of June 30-September 30 of prior year.

On Wall Street’s Top 40 Advisors Under 40 in 2016, 2017 and 2019
Published annually Jan – Mar. Rankings based on data as of Sept 30 – Dec 31 of prior year.
Working Mother/SHOOK Research’s Top Wealth Adviser Moms in 2017 through 2021
Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.

Rachel focuses on tax-free municipal bonds, and retirement and estate planning services, and she offers access to education savings accounts, corporate lending, and philanthropic trusts and foundations through Bank of America.

*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.

*Source: The Barron’s “Top 100 Women Financial Advisors” list, published on June 5, 2016. Rankings based on data as of March 31, 2016.

Advisors considered for the “Top 100 Women Financial Advisors” list ranking have a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. 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.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

 Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: On Wall Street “Top 40 Advisors Under 40” list, published annually Dec - Mar. Rankings based on data as of June 30 - Dec 31 of prior year of prior year.

 The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12-month production for each advisor was the primary ranking criteria. On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from On Wall Street 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. On Wall Street is a trademark of SourceMedia. All rights reserved.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/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. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

After an eight-year tenure with a financial services firm in South Florida, Charlene joined The Barzilay Group in 2006. She is a graduate of Florida Atlantic University with a bachelor's degree in business administration and holds Series 7, 9, 10 and 66 FINRA registrations.

Charlene concentrates on maintaining long-standing client relationships through exceptional service. She has an in-depth knowledge of the investment products and services, as well as banking products and services available to through Bank of America, N.A.