Sayed Abdulrahman Al-Refai
Sayed Abdulrahman Al-Refai is a Financial Advisor at Merrill who believes financial education and transparency are the foundation of every strong client relationship. He began his career on Merrill's trade desk in 2024 before transitioning into advisory work later on, drawn by the opportunity to help clients not just invest, but understand the "why" behind every decision.
Sayed holds a B.S. in Business Economics from Pace University and an M.A. in Applied Economics from Georgetown University. Originally from Kuwait, he is fluent in English and Arabic, bringing a global perspective to his work with clients.
I found my true calling in helping clients understand not just what to invest in, but why. Which led me into advisory work and being fluent in both English and Arabic lets me connect with clients from diverse backgrounds. My goal is simple: to be a transparent, trusted partner in every client's financial journey, while always working within my clients' boundaries.
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.
