Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Rhandy joined the financial services industry in 2016. He focuses on a holistic approach when developing customized strategies to help high net-worth individuals, families and small businesses build and preserve wealth. Rhandy also has a special concentration, working with executives of publicly traded companies, helping to navigate the complexities of their stock and option positions in a tax efficient manner. He provides clients with disciplined guidance that takes into account their risk tolerance, need for liquidity and timelines, to increase the overall likelihood of success of achieving financial goals.
Rhandy is a problem solver who takes a total balance sheet approach when helping his clients solve for their financial priorities. First, he takes the time to listen to and understand his client's financial situations, preferences and goals. Second, he constructs his client’s total balance sheet in order to get a full understanding of their total financial picture. Lastly, he makes recommendations in areas such as planning & organization, estate planning services, investment management, credit & lending, executive compensation, and risk management. As a trusted advisor, Rhandy stresses a goal-based planning approach to investing that revolves around long-term goals while addressing short-term liquidity needs.
Originally from Queens, NY, Rhandy currently resides in the Upper East Side. He graduated from Queens College with a Bachelor of Arts in Economics. In his free time, he enjoys spending time with his family, traveling and hiking. His wife, Caitlyn, and two rescue dogs, Chico and Kyanite, often go to different city and state parks for nice walks on the weekends.
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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 periodically 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 I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We will work to help you stay on track, regardless of what the markets are doing.