The Rubin Wealth Management Group

Merrill Lynch Wealth Management

601 E Atlantic Ave
Delray Beach, FL 33483
(561) 276.1629
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Professional | Dedicated | Sincere
The Rubin Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Every client has a vision of their future. Where they want to be. What they want to be doing. We want you to think big—and we strive to help you pursue the financial flexibility to do the things that are important to you. Through dedication, hard work, and insightful advice and guidance, we can help pave the way with clear, customized strategies that align with your income requirements, risk tolerance, liquidity needs, time horizon and your wishes to provide for the next generation.

Since 1991, we have helped clients focus on their objectives and address them using wealth management strategies intended to balance near-term requirements and longer-term goals. By taking the time to fully understand who you are and what matters most to you, we can create the customized strategies you need, bringing the various aspects of your financial life together.



 
Recognition
The Rubin Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Philosophy

While there are certainly similarities among the individuals we choose to work with, there are of course many more differences. We acknowledge those differences and use them as a foundation upon which to build a relationship with you that can help define and strengthen your wealth management strategies.

The development of a customized strategy must take into account the various aspects of your financial life—your goals, financial objectives, and the issues and people that are important to you. We spend considerable time and effort developing robust strategies designed to endure market fluctuations, while still addressing your performance expectations and risk tolerance. Our in-depth understanding of you allows us to build a strong relationship with you, which we believe is an important foundation for the advice and guidance we offer.

As your dedicated team of Merrill advisors, we work steadily to foster a strong, evolving relationship with you. Our disciplined and structured, process-driven approach is designed to help you preserve your wealth now and in the future.

Meet Our Team
Barry E Rubin
Managing Director, Senior Relationship Manager
561.276.1698
Kevin Hammer
Managing Director, Wealth Management Advisor
561.276.1629
David Conrad,

ChFC®, CFP®, CLU®, CPWA®

Managing Director, Financial Advisor
561.276.1630
Alexis Rivero,

CFP®

Financial Advisor
561.276.1677
Gorsan Semsettin
Financial Advisor
561.276.1626
Lawrence Eaton
Senior Vice President, Senior Financial Advisor
561.276.1612
Molly E Dorval
Wealth Management Client Associate
561.276.1606
Denise N Godfrey
Wealth Management Client Associate
561.276.1616
Marilee Agostino
Senior Wealth Management Client Associate
561.276.1604
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Gabriela Bias
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.