Private Executive Services
Private Wealth and Financial Advisors

225 Liberty Street
41st Floor
New York, NY 10281
Directions to Branch

We are immersed in what matters most to you

Through our experience, leadership and perspective in working with ultra-high-net-worth families, businesses and institutions, we are well-positioned to address virtually all of your wealth management needs.

We understand and focus on the personal needs of CEOs, CFOs and senior executives of publicly traded companies and investment partnerships. And we are equally committed to the interests of their families and future generations.

Talk with us about how we can help you create a framework designed to develop strategies that can meet your unique and often complex financial needs.

"The financial focus for every individual, every family and every business is different, and we believe that focus should set our agenda."

Thomas J. Keegan
Managing Director–Wealth Management
Private Wealth Advisor

Private Banking and Investment Group
The Private Banking and Investment Group provides tailored solutions to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises. The PBIG Accreditation Program identifies financial advisors who demonstrate the technical proficiency necessary to deliver exceptional service exclusively to ultra-high-net-worth individuals. The program assesses a team's business model and skill in the strategies and solutions that best address the needs of those clients. Advisors must pass an oral assessment process to become private wealth advisors.

Our approach

When you achieve substantial wealth, your needs and expectations change. We limit our services to an elite client base because we understand that the demands of great wealth require a level of personal attention, responsiveness and experience for which there can be no substitute.

We are committed to building long-term relationships that extend deeply into the family. Many of our current client relationships encompass two or three generations, giving us insights into each family’s individual goals and lifestyle desires.

We believe that the best way to assist wealthy clients is to make available a true team approach that includes:

  • One or two of our senior Private Executive Services advisors, who will serve clients as high-level, high-contact relationship managers
  • Equity and fixed income strategists
  • A wealth management strategist
  • A financial analyst
  • A private wealth associate

We draw on each others’ diverse experiences so we can offer collaborative, customized insights and intellectual capital, along with analytical skills and strategies designed to help clients and their families address their needs, in ways both large and small.

Left to right: Robert McGinty, Managing Director–Wealth Management, Private Wealth Advisor; Jilian Rodriguez, Registered Private Wealth Associate; Kevin Riley, Private Wealth Analyst–Relationship Management

"We take a ‘big picture’ view of wealth management needs that extends beyond investing in stocks and bonds."

Robert J. McGinty
Managing Director–Wealth Management
Private Wealth Advisor

Merrill Lynch Wealth Management
Merrill Lynch Wealth Management offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with clients' other trusted advisors, including accountants, attorneys and tax specialists. We can provide access to trust and estate planning services through Bank of America specialists.

Customized investment strategies powered by global resources

As part of a global investment firm, Private Executive Services can offer both team-specific experience and knowledge as well as the collective knowledge of Merrill Lynch specialists for almost any financial need.

Portfolio Management

  • Enjoy focused attention and rigorous investment manager due diligence from our team’s internal Investment Strategy Team
  • Build highly liquid, customized portfolios using third-party money managers and passive investment strategies
  • Create customized fixed Income portfolios
  • Advise on concentrated stock dispositions
  • Provide customized financial modeling
  • Offer access to Global Institutional Consulting services

Estate Planning Services, Trusts and Life Insurance

Working in collaboration with U.S. Trust, Private Executive Services consults with clients and their legal advisors to see that the clients’ planning objectives complement their desired goals and vision for building a family legacy.

Philanthropy

Through our team, each client has access to the Foundations and Strategic Philanthropy Group, which is dedicated to helping individuals and foundations achieve their vision through charitable giving.

Banking and Lending

Through Bank of America, Private Executive Services can provide access for clients to a full range of banking and customized lending solutions.

Executive Tax Services

In conjunction with internal executive tax services and your outside advisors, we will bring you customized tax minimization and management strategies to address your specific situation.

Additional Services

  • Quarterly meetings/account reviews
  • Detailed "bullet" letters summarizing the content of each meeting
  • Reporting on financial assets
  • Coordination with outside advisors
  • Left to right: Raymond Voorman, Private Wealth Analyst–Business Management; Rachel Roberts, Vice President, Private Wealth Relationship Manager; Christopher Allora, Senior Vice President–Wealth Management, Private Wealth Advisor; Patrick Bowen, Assistant Vice President, Private Wealth Analyst-Investments

    "We believe that access to the depth and breadth of resources at Merrill Lynch allows us to provide unparalleled investment services to clients."

    Jeffrey M. Bryan
    Managing Director–Wealth Management
    Private Wealth Advisor

    Private Executive Services provides a legacy of leadership

    Experience matters, and Private Executive Services delivers the kind of experience we feel gives us a perspective that very few in the industry can exceed.

    Thomas J. Keegan

    Managing Director–Wealth Management
    Private Wealth Advisor
    212.236.5161
    Thomas_J_Keegan@ml.com

    Andrew P. Kraus

    Managing Director–Wealth Management
    Private Wealth Advisor
    212.236.5040
    Andrew_P_Kraus@ml.com

    Robert J. McGinty

    Managing Director–Wealth Management
    Private Wealth Advisor
    212.236.1589
    Robert_J_McGinty@ml.com

    Jeffrey M. Bryan

    Managing Director–Wealth Management
    Private Wealth Advisor
    212.236.7207
    Jeffrey_Bryan@ml.com

    Michael D. Paradise

    Senior Vice President–Wealth Management
    Private Wealth Advisor
    212.236.5644
    Michael_Paradise@ml.com

    Brian E. Raphalian

    Senior Vice President–Wealth Management
    Private Wealth Advisor
    212.236.1635
    Brian_Raphalian@ml.com

    Christopher J. Allora

    Senior Vice President–Wealth Management
    Private Wealth Advisor
    212.236.3996
    Christopher_Allora@ml.com

    Eric A. Schwartz

    Senior Vice President–Wealth Management
    Private Wealth Advisor
    212.236.1088
    Eric_A_Schwartz@ml.com

    Edward J. McGuinness

    Senior Vice President–Wealth Management
    Private Wealth Advisor
    212.236.5039
    Edward_J_McGuinness@ml.com

    "We believe that our strong team approach to wealth management makes it possible for clients to participate in the widest range of financial opportunities."

    Andrew P. Kraus
    Managing Director–Wealth Management
    Private Wealth Advisor

    Analysts and Associates

    • Rachel Roberts
      Vice President
      Private Wealth Relationship Manager
    • Raymond (RJ) Voorman
      Private Wealth Analyst–Business Management
    • Elizabeth Anderson
      Assistant Vice President
      Private Wealth Analyst–Relationship Management
    • Christopher Crane
      Assistant Vice President
      Private Wealth Analyst–Relationship Management
    • Jilian Rodriguez
      Registered Private Wealth Associate
    • Hailey Rocchio
      Private Wealth Associate
    • Noel Bigman
      Officer
      Private Wealth Analyst–Business Management
    • Patrick Bowen
      Assistant Vice President
      Private Wealth Analyst–Investments
    • Lauren Carrozzo
      Private Wealth Associate
    • Kevin Riley
      Private Wealth Analyst–Relationship Management
    • Lisa Sze
      Registered Private Wealth Associate
    • Beryl Moyo
      Private Wealth Associate
    • Toni Joergens
      Registered Private Wealth Associate
    • Nina Sagliocca
      Registered Private Wealth Associate

    "We work hard to have clients feel that they are receiving premium-level service and astute professional guidance. Our talented team supports the advisors in every way possible."

    Rachel Roberts
    Vice President
    Private Wealth Relationship Manager

    Andrew Kraus is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Thomas Keegan is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Robert McGinty is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Jeffrey Bryan is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Edward McGuinness is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Michael Paradise is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Christopher Allora is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Eric Schwartz is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Brian Raphalian is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    For questions regarding registration information please contact your Financial Advisor.
    76D9DE77 (JCA*******803)