Ravit Kaye

Ravit Kaye is a Senior Vice President, Senior Resident Director, and Wealth Management Advisor at Merrill. Since 2005, she has partnered with a select community of highly accomplished individuals and multi‑generational families in the New York area, providing a boutique wealth‑management experience powered by the broad capabilities of Merrill and Bank of America. Her practice brings together investment guidance, private market and alternative opportunities, tax‑aware strategy, trust and estate coordination, liquidity and cash‑flow analysis, and risk management in a way that aligns with what matters most to each client.

Ravit advises partners at leading law firms, medical professionals, entertainment industry leaders, principals of privately held companies, and senior executives who value a steady, thoughtful approach to navigating complexity. Her work also supports wealth‑transfer heirs and next‑gen leaders who are already creating meaningful success. Across every engagement, she helps clients build the discipline, confidence, and structure to make sound decisions and steward capital responsibly.

Retirement readiness is a central part of her work. Ravit guides clients with a streamlined roadmap that integrates lifestyle planning, cash‑flow projections, tax‑efficient withdrawal sequencing, liquidity strategy, and risk controls so decisions remain clear and intentional over time. She also focuses on developing rising successors in client families. Whether they are emerging professionals forging their own path or the adult children of long‑standing clients, she aims to instill strong habits and a durable decision‑making framework that can support thoughtful choices as responsibilities grow.

Leadership at Merrill
In addition to her advisory practice, Ravit leads Merrill’s Long Island South Shore office. In this role she sets high standards for professionalism, consistency, and client‑focused execution, while maintaining a culture grounded in integrity, transparency, and a clear, structured process. This vantage point provides a front‑row view into best practices and new ideas across the region, which she brings directly to client relationships.

“Leadership is service that raises the standard for everyone around you - clear thinking, disciplined execution, and genuine care. My job is to model that every day for our team and our clients.”** — Ravit Kaye**

Background
Born and raised in Israel, Ravit served as a sergeant in the Israel Defense Forces. She later spent a year traveling through South America, guided by curiosity and a desire to learn from different cultures and communities, before ultimately settling in New York.

Ravit holds a BBA in Finance and Economics from Baruch College’s Zicklin School of Business.

She speaks fluent Hebrew and conversational Spanish and lives in Lido Beach with her husband and their three children.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.