Since joining Merrill in 2015, Allann Marra has been providing wealth management and investment advice and guidance for C-suite executives, entrepreneurs, business owners and families, in addition to providing consulting services to nonprofit organizations and small to mid-sized institutional clients. As founder and head of The Marra Group, a boutique-style investment group inside of Merrill Lynch Wealth Management, Allann oversees a team of 5 professionals dedicated to assisting ultra-high-net-worth families and individuals achieve their goals. He has in-depth knowledge of third-party money managers in a variety of asset classes, including stocks, bonds, mutual funds and alternative investments. Allann is dedicated to making clients' financial lives easier.
Allann is highly skilled at developing customized strategies designed to meet clients’ complex financial needs. Such strategies often address concentrated stock positions, risk management, and tax minimization. Allann and his team also assist clients with advanced estate planning services, wealth transfer, and philanthropy.
Allann is active in his community and one of the charities where he volunteers his time is The American Society for the Prevention of Cruelty to Animals (ASPCA,) the largest animal charity in the United States.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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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.