Rich Ciufo began his career at Merrill in November of 2021. His experience enables him to assist clients with a wide range of financial needs, including asset management, estate planning services, retirement planning, and financing options. Rich takes a client-focused approach, combining a disciplined investment process with personalized attention. He takes the time to truly understand who his clients are, both personally and professionally, offering a holistic approach that considers their entire financial picture, not just one aspect. By partnering with Merrill’s top specialists, he ensures his clients receive the best strategies and outstanding service. A Long Island, New York native, Rich was raised with his one brother and attended Patchogue-Medford Highschool and Phillips Academy in Andover, MA. He earned his bachelor’s degree in economics from Brown University in 2020 while leading the Brown Bears baseball team as captain for his junior and senior years. He then earned his master’s degree from the University of Richmond, where he was a member of the Richmond Spiders baseball team. In his free time, he enjoys spending time with his family and friends, playing golf, and traveling.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
