Raymond is an experienced financial advisor that works with wealthy families, business owners, business's and non profits. He focuses on helping them recognize, understand and realize their priorities and goals.
His goal is to preserve and grow client's assets using the broad spectrum of financial capabilities of Merrill and the banking convenience of Bank of America.
He grew up in Ireland and moved to the US in his early 20's. He has two kids with his daughter going to UCSC this year. His interests are triathlons, hiking and open water swimming. He started in 1998 with Prudential Securities and moves to Banc of America Investments in 2003 and has been there since.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
