Jay Rapp
As a member of the Rapp Mansfield & Associates Team, Jay is responsible for designing the team's approach to wealth management. He focuses on investment research, portfolio development opportunities and outside investment manager analysis. Conducting both macroeconomic and investment-oriented research, Jay assists the team with its proprietary and client-specific customized strategies. While every client and situation is different, Jay’s investment approaches are designed to be consistently innovative, forward-thinking and goal-oriented.
Jay began his career in financial services with UBS in 2008. Then in 2012 Jay left UBS to join Merrill Lynch Wealth Management. Jay is a Senior Financial Advisor as well as a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Jay earned a Bachelor Degrees in Finance and Sports Management from North Carolina State University. A resident of Cary, North Carolina, with his wife Katy and sons Cole and Eli. Jay is Vice President of the Stay Strong vs ALS organization and a former minority owner of the NHL's Carolina Hurricanes.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
