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Boca Raton Resident Rachel Barzilay Recognized on Forbes' Inaugural List
The list, developed by SHOOK Research, acknowledges the industry's future leaders, who were born in 1980 or later
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 named to Forbes’ inaugural “America’s Top Next Generation Wealth Advisors” list. 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. The list, developed by SHOOK Research, acknowledges the industry’s future leaders, who were born in 1980 or later.
A Boca Raton resident, 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 welcomed their first child over the summer, a daughter.
According to Forbes, to qualify for this ranking, advisors must have been born in 1980 or more recent; and Forbes/SHOOK considered advisors building their own teams, and those on teams that are likely to assume a leadership position. In addition, advisors were interviewed by telephone and in person, and measured qualitatively, examining service models, investing processes, experience levels and integrity. Each advisor completes a lengthy survey and factors considered include: compliance records, client retention, revenues produced for their firms and assets managed.
