The Barzilay Group

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Merrill Lynch

The Barzilay Group

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The Barzilay Group

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We Are Determined to Be the Last Financial Advisor You Will Ever Need.


Download Our Brochure (PDF)


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 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 Lynch has to offer.


*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 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved.

*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.

*Barron's "America's Top 100 Women Financial Advisors" list, June 5, 2017. For more information about the selection criteria, go to http://details-he.re/JxcfBM. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

*On Wall Street is a national publication serving the wealth management industry and retail brokers working inthe employee channel for wirehouses and regional broker-dealers. In the January, 2016 issue, On Wall Street published "The Top 40 Advisors Under 40" list, compiled using data solicited from the advisors’ employers. Individual trailing 12-month production for each advisor was the primary ranking criteria.

*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.

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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.

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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 Lynch 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

Meet the Team

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

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

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

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

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

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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