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Miller Rap Wealth Management
- phone
704.339.2145
- address
620 S Tryon St
Charlotte, NC 28255
Merrill Lynch
Wealth Management
Faith and Integrity are our foundation.
Striving to meet the expectations of our clients, associates and families is our commitment.
Miller Rap Wealth Management
Miller Rap Wealth Management
Miller Rap Wealth Management offers a goals-based wealth management approach that puts clients, rather than the market, at the center of our process.
Providing you access to the global investing resources of Merrill and the banking convenience of Bank of America, we assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth.
We then help develop a financial strategy aligned with your goals.
Providing you access to the global investing resources of Merrill and the banking convenience of Bank of America, we assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth.
We then help develop a financial strategy aligned with your goals.
Faith-Based Investing
Your investments should be consistent with the causes, issues and beliefs that are important to you. We take the time to meet with you, listen to your preferences, and discuss companies and institutions that may be reflective of your faith. The team can also help you eliminate firms in your portfolios whose practices may run counter to your beliefs. Financial goals aligned to your beliefs mean a lot to you. A faith-based investing approach can help you in your pursuit of meaningful goals in your life.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other approaches or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG approaches may rely on certain values-based criteria to eliminate exposures found in similar approaches or broad market benchmarks, which could also result in relative investment performance deviating.
Approach
An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.
Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.
Miller Rap Wealth Management is proud to be named to the 2024 Forbes “Best In State Wealth Management Teams” list
Published on January 9, 2024. Rankings based on data as of March 31 2023.*
Our Videos
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Recognition
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.
Austin H Rap
Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*
Forbes "Best-in-State Wealth Advisors" 2021 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Top Next-Generation Wealth Advisors" 2018, 2021
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.
Forbes "Best-in-State Next-Generation Wealth Advisors" 2019, 2022
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.
Zachary T. Miller
Get To Know Us
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.
Additional Resources
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.
Angela Terry
Wealth Management Banking Specialist
Merrill
Kelly Siglinger
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1530990
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Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Create a plan that is all about you.
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.
Staying on Track
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.
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.
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.
#DigitalMerrill
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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
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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.
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.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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