Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a founding partner of The Raffin Group at Merrill Lynch, I will work with you to organize, educate, advise and execute on all aspects of your financial life. Delivering a holistic wealth management experience to clients is our mission; helping families to realize their goals is our passion.
The Raffin Group partners with several of the industry's largest teams to provide successful entrepreneurs and their families with a specialized set of family-office style services. Our unparalleled platform for managing wealth blends cutting-edge insights from the field of behavioral finance with Bank of America’s award-winning commercial and investment banking capabilities, the global insights and resources of Merrill, and the trust, estates and philanthropic services within Bank of America Private Bank to simplify client lives so that they have more time to complete essential tasks.
Our modern approach to managing wealth positions family members as the centerpiece of every discussion, and offers a comprehensive range of best-in-class client services by operating proactively, transparently and with positive intent. Our mandate is to deliver consistent outperformance across multiple generations so that families can live securely, comfortably and in control while enjoying those daily activities that matter most to them - whether they are running a business of any size, supporting children through the educational process or embarking on new adventures in retirement.
Yale School of Management - Executive Education
McGill University (B.A. in Psychology; Minors in Economics, Political Science)
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my 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.
Senior Structured Credit Executive
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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 you stay on track to achieve what's most important to you.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.