Ravit Kaye and her team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to highly accomplished individuals and their families.
Ravit joined Merrill in 2005 as a Wealth Management Advisor. In addition to her role serving high-net-worth families, she is part of the Western Long Island Market management team - leading the Long Island South Shore office as the Resident Director.
She has earned the Chartered Retirement Planning Counselor™™ designation, awarded by the College for Financial Planning Institutes Corp. She is also a Merrill qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
