Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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The Ranallo Group at Merrill Lynch Wealth Management is one of the largest wealth advisory teams in the state entrusted with more than $1 billion of client assets as of August 2020. We work with corporate retirement plans and qualified individuals, focusing on retirement asset accumulation and distribution strategies.
Our Private Client Services include:
Trust & Estate Planning Services
Access to Banking & Cash Management Services through Bank of America, N.A.
For our corporate retirement plan clients, we help track plan expenses, investment performance, participant education, and fiduciary liability. The goal of the relationship is an effective retirement plan that allows employees to adequately save for retirement.
It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and financial approach are guided by what’s important to you, and our success is defined by your satisfaction over time.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Financial Times –“Top 400 Financial Advisers” 2020
Financial Times –“Top 401 Retirement Plan Advisers” 2017
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Learn about the MyMerrill Mobile App.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
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.