The Miranda Wealth Management Group

Merrill Lynch Wealth Management

1305 Walt Whitman Rd
Melville, NY 11747
(631) 351-5013
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At the Miranda Wealth Management Group, we provide a tailored approach that fits each and every client’s individual needs. We have always been devoted to providing our clients with the tools necessary to not only maintain but to build their wealth for future generations. Our mission is to help our clients at every state of their financial journey and whatever changes may arise along the way.
The Miranda Wealth Management Group
Merrill Lynch Wealth Management
Welcome

At The Miranda Wealth Management Group, we utilize a holistic approach to investing built on a foundation of integrity, attention and hard work. By taking the time to listen, we are able to obtain a total picture of each client’s financial situation and desires. With the client’s permission, we work closely and communicate regularly with their tax advisors and attorneys to be sure we are all working together in the client’s best interest. Therefore, our strategies are highly customized for each and every relationship with a commitment to excellence. We are focused on developing strategies and recommendations for our high net worth individuals, their families, and their businesses to help them meet short-term and long-term financial goals.

We offer recommendations that accurately reflect each client’s income and growth expectation, while further exploring areas that cover a wide range of opportunities including investment management, retirement analysis, insurance, trust and estate planning services, as well as lending - all of which are supported by the vast resources of Merrill Lynch Wealth Management, Bank of America Private Bank (formerly U.S. Trust), and Bank of America, N.A. By combining our experience with that of leading economists, research analysts and investment managers, we are able to help clients achieve a balance designed to build wealth while reducing risk and volatility.

Recognition
Raymond Miranda
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Miranda Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Thursday, October 12th 2023| 10:30 AM EST
Q4 Market Update 2023

We invite you to join our team for a discussion around the outlook on the market for the remainder of 2023. Please feel free to share this invitation with family or friends you think might be interested in this topic.

Thursday, December 14th 2023| 10:30 AM EST
December 2023 Market Update

We invite you to join our team for a discussion around the outlook on the market for the remainder of 2023. Please feel free to share this invitation with family or friends you think might be interested in this topic.

Meet Our Team
Raymond Miranda,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
631.351.5013
Matthew Roache,

CPFA™

Vice President, Senior Financial Advisor
631.351.5015
Tyler Alvarez
Financial Advisor
631.351.5042
Michele Marchelos
Wealth Management Client Associate
631.351.5017
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Janny Lee
Wealth Management Banking Specialist
Merrill
Alan Kreit
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #690784
Christopher Caradec
Wealth Strategist
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.