Ranallo Group
The Ranallo Group at Merrill Lynch Wealth Management is one of the largest wealth advisory teams in the state entrusted with more than $1.8 billion of client assets as of May 2024. 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.
The Ranallo Group at Merrill Lynch Wealth Management is one of the largest wealth advisory teams in the state entrusted with more than $1.8 billion of client assets as of May 2024. 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.
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.
