Raymond McKenney
Raymond has been helping clients navigate important financial decisions since 2010 and joined Merrill in 2018. He holds the Chartered Retirement Planning Counselor™, CRPC™ designation and maintains Series 6, 7, 63, and 66 registrations with the Financial Industry Regulatory Authority (FINRA).
Raymond works closely with individuals, families, and business owners to create tailored strategies designed to support their financial goals and long-term vision.
His areas of focus include retirement income planning, wealth management, and estate planning strategies. By taking the time to understand each client's unique circumstances, Raymond helps simplify complex financial decisions and coordinates with tax and legal professionals to deliver a cohesive planning experience.
Outside of work, Raymond enjoys traveling, attending sporting events, fishing, and boating. He lives in St. Petersburg, Florida, with his wife, Erica, and their two children. He is also actively involved in youth coaching and mentoring within his community.
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.
