Neighbor News
Local Woman Nationally Recognized on Forbes Two Times in a Row
Merrill Lynch advisor Rachel Barzilay was named to the Forbes "Top Women Wealth Advisors" list for the second consecutive year.
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 the Forbes “Top Women Wealth Advisors” 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 recently recognized on the Forbes "Best-In-State Wealth Advisors" list and the Barron’s “Top 1,200 Financial Advisors” list. In addition, she received several recognitions for her work in 2017, including on the Forbes “America’s Top Next Generation Wealth Advisors” list and on Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” list, among others. 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 daughter.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.
