The Reich Group

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Reich Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Robin Reich Headshot Image
Robin Reich
Barron's "Top 100 Women Financial Advisors", 2014-2020
(Published annually in June. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Women Wealth Advisors", 2017-2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
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About Us
Approach

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.

Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

About Us
Approach

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.

Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On High-Net-Worth Individuals and Business Owners

We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals

The team's industry knowledge and experience helps them provide you with:

  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Welcome

The Reich Group works on behalf of affluent owners of private businesses (and their retirement plans), successful corporate executives and entrepreneurs, wealthy retirees and a growing number of divorced and widowed women. Engaging with clients frequently and listening carefully to what's said (and not said), the team combines its years of experience with insights and access to expertise from many specialists – to help clients prepare in advance for life-changing events, through personalized action strategies.

The Reich Group is proud to offer sound advice and bring the right people to the table whenever possible. With estate planning services a key component of retirement planning, for example, Robin calls upon clients' own advisors and CPAs, the team's network of professionals, as well as specialists from Bank of America Private Bank (formerly U.S. Trust), for tax-efficient wealth transfer strategies to help meet client's personal goals.

With most clients seeking to preserve hard-earned wealth, The Reich Group creates risk-managed allocation models. Then, based on a client's risk tolerance, time horizon and goals, client portfolios are customized around a core of mutual funds or equity and bond money managers, each carefully screened by Merrill Lynch Wealth Management. In both cases, bonds and mutual funds are added to diversify across asset classes.

Meet Our Team
Robin Reich Headshot Image
Robin Reich, CRPC™
Managing Director, Senior Financial Advisor
212.415.7843
Jayne D. Finst, CPFA™,CPWA®
Assistant Vice President, Wealth Management Advisor
212.415.7838
Tess Schuit, CRPC™,SE\-AWMA™
Financial Advisor
212.415.7304
Rebecca Altabe, CRPC™
Vice President, Senior Relationship Manager
212.415.7821
Andrew Breen
Registered Wealth Management Client Associate
212.415.8043
Nicholas Tuzzio
Registered Wealth Management Client Associate
212.415.7830
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.
Conor O'Keefe
Alternative Investments Regional Specialist
Andreas Pietschnig
Wealth Management Banking Specialist
Michael Liik
Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

About Merrill
Fresh perspectives

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.