Private Executive Services

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We provide highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Andrew P Kraus

Andrew P Kraus,

Managing Director

Private Wealth Advisor

212.236.5040
Robert J McGinty

Robert J McGinty

Managing Director

Private Wealth Advisor

212.236.1589
Jeffrey M Bryan

Jeffrey M Bryan,

Managing Director

Private Wealth Advisor

212.236.7207
Brian E Raphalian

Brian E Raphalian

Senior Vice President

Private Wealth Advisor

212.236.1635
Christopher J Allora

Christopher J Allora,

Senior Vice President

Private Wealth Advisor

212.236.3996
Michael D Paradise

Michael D Paradise

Senior Vice President

Private Wealth Advisor

212.236.5644
Eric A Schwartz

Eric A Schwartz

Senior Vice President

Private Wealth Advisor

212.236.1088

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Value Proposition

We limit our services to a select client base because we understand that the demands of substantial wealth require intense personal attention, responsiveness and experience. We focus on the personal needs of CEOs, CFOs and senior executives of both publicly traded and private companies. We commit to building long-term relationships that extend deeply into clients’ families, many of which encompass several generations within a single family. We take the time to understand clients' individual goals and desires because we want to create deep relationships based on trust.

We create customized, goalsbased wealth management plans, construct portfolios using a broad menu of fixed income and equity vehicles, provide access to alternative investment strategies and offer quarterly reporting of all financial assets.

Our team proactively works in conjunction with clients’ external advisors to help them coordinate tax strategies, estate planning services, private investments, insurance needs, family gifting, philanthropic endeavors and special circumstances.

We pride ourselves on transparency and consistently provide disclosure of all services and fees.




*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.











Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.



*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Our Approach

Defined by your specific needs, PES members help leverage the various opportunities and services your wealth requires. We provide each client with a customized, multidisciplinary team that includes the following members:



  • A relationship manager – your day-to-day contact who fosters effective collaboration among the team members

  • An investment strategist who makes focused investment recommendations that align with your needs and objectives

  • A wealth planner who works with the relationship manager to analyze your financial information, build individualized strategies and leverage both team and Firm resources

  • A client associate who provides fundamental support in all phases of client services, relationship building and account maintenance

  • Trade execution administrators who provide leverage to the relationship manager on the execution of trades and for the handling of orders

Industry Acknowledgements

Andrew P. Kraus
Barron's "America's Top 1,200 Financial Advisors: State-by-State", 2009-2018
Financial Times’ "Top 400 Financial Advisers", 2013, 2014, 2017 and 2018
Registered REP’s "Top 100 Wirehouse Advisors in America", 2011, 2013, 2014, 2015 and 2016
Forbes’ "Best-in-State Wealth Advisors", 2016 and 2018

 
Robert J. McGinty
Financial Times’ "Top 400 Financial Advisers", 2013, 2014 and 2018
Registered REP’s "Top 100 Wirehouse Advisors in America", 2011, 2013, 2014, 2015 and 2016
Forbes’ "Best-in-State Wealth Advisors", 2018

 
Jeffrey M. Bryan
On Wall Street’s “Top 40 Under 40”, 2009-2011
Financial Times’ "Top 400 Financial Advisers", 2013, 2014 and 2018
Forbes’ "Best-in-State Wealth Advisors", 2018


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    Source: Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. 
    Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA . WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.
    Source: The Financial Times Top 400 Financial Advisers (FT 400) is an independent listing produced by the Financial Times (March, 2018). For more information about the selection criteria, go to http://details-he.re/IVEl33 .
                Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to 
                http://details-he.re/UbRCGT . Forbes is a trademark of Forbes Media LLC. All rights reserved.

               On Wall Street is a national publication serving the retail brokers and financial services industry. In the December, 2011 issue, On
               Wall Street published “The Top 40 Advisors Under 40” list, compiled using quantitative data solicited from the advisors’ employers.
              Total client assets for each advisor were considered separately from their team’s total assets and the individual advisors were 
              ranked accordingly. 

              The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or 
              sampling the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
          

          

 

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

Private Executive Services