Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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.
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.
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.
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.
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.
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.
Forbes’ “America’s Top Women Wealth Advisors” 2017, 2018, 2019, 2020, and 2021
Barron’s “Top 100 Women Financial Advisors” 2016
Barron’s Top 1,200 Financial Advisors in 2016, 2017, 2018, 2019, 2020, and 2021
Forbes “Best-in-State Wealth Advisors” 2018, 2019, 2020, and 2021
Working Mother/SHOOK Research’s Top Wealth Adviser Moms in 2017, 2018, and 2019
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
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.