Ranallo Group
The Ranallo Group at Merrill Lynch Wealth Management is one of the largest wealth advisory teams in the state entrusted with $2 billion of client assets as of December 2025. We work with corporate retirement plans and qualified individuals, focusing on retirement asset accumulation and distribution strategies. Our Private Client Services include: Investments Retirement Planning Trust & Estate Planning Services Access to Banking & Cash Management Services through Bank of America, N.A. For our corporate retirement plan clients, we help track plan expenses, investment performance, participant education, and fiduciary liability. The goal of the relationship is an effective retirement plan that allows employees to adequately save for retirement.
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
The team's industry knowledge and experience helps them provide you with:
- Potential risk management strategies
- Trust and estate planning services
- Tax-minimization strategies
- Access to Bank of America for your credit and banking needs
Investing involves risk. There is always the potential of losing money when you invest in securities.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
CFP®, CIMA®, CPFA®, CPWA®
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.
