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Rachel Barzilay Recognized as a Top Wealth Adviser Mom
Rachel Barzilay is a Managing Director, Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch in Boca Raton
Rachel Barzilay, CAP®, CFP®, CRPC®, a Managing Director, Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management in Boca Raton, was recently recognized on Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” list for the second consecutive year. Barzilay is a partner in the Barzilay Group, where she works alongside her father Arthur Barzilay, who has been with Merrill Lynch for more than 35 years. She joined Merrill Lynch in 2008 and focuses on advising clients about municipal bonds, retirement and estate planning services, education savings accounts, philanthropic trusts and foundations as well as corporate lending through access to Bank of America, N.A.
An industry leader, Barzilay was also recognized on Forbes’ "Best-In-State Wealth Advisors" “America’s Top Next-Generation Wealth Advisors” list for the second consecutive year and “Top Women Wealth Advisors” list, in addition to the Barron’s “Top 1,200 Financial Advisors” list in 2018.
Barzilay earned a bachelor's degree in business administration with a major in finance from the University of Florida, where she was a dean’s list graduate. In her free time, Barzilay enjoys entertaining family and friends. She and her husband reside in Boca Raton with their children.
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The Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” list considers wealth advisers who are mothers with children living at home and under the age of 18 (Sept 2018). The ranking algorithm is based on qualitative measures derived from interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Rankings are based on the opinions of Working Mother and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the adviser.