Josephine Raus
I believe that successful financial planning begins with understanding what matters most to each client. By building strong relationships and providing personalized advice, I help clients create strategies designed to grow wealth, reduce financial uncertainty, and support their financial goals throughout every stage of life.
Josephine Raus is a Financial Advisor with Merrill Lynch Wealth Management in the Palm Beach, FL office. Her goal is to be the primary point of contact and gateway to all of Merrill's resources, ensuring clients' financial needs are pursued with the highest level of personal service and professional integrity. Josephine has a passion for educating clients about their options and making a difference in their lives. She gets the most satisfaction from enabling clients to have confidence in pursuit of their goals. Josephine welcomes the opportunity to work with clients to learn more about their financial situation and she is committed to building lasting relationships based on trust, transparency, and exceptional client service..
Prior to joining Merrill, Josephine spent almost 10 years years with Wells Fargo Advisors where she initially served as Senior Premier Banker. Originally from Argentina, Josephine attended National University of Quilmes. Away from the office, Josephine enjoys spending time with her dogs and travel.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.