PROFESSIONAL PROFILE
Ray has 20 years of experience providing financial and wealth management advice and services. A graduate of St. Thomas University in Minneapolis, MN, he has achieved the CFM designation, as well as the Wealth Management Advisor title.
Ray advises clients with corporate, family and individual assets held with Merrill Lynch totalling over $600 million. He has extensive experience assisting the Firm's high-net-worth clients with wealth preservation and wealth transfer, business services, retirement and estate planning issues, private money management, hedging and concentrated stock strategies.
Holly has been with Merrill Lynch for 14 years. She is Series Seven registered, and has her CFM designation. Holly graduated from the University of Minnesota in Minneapolis, MN, and currently lives in Commack, NY with her husband and daughter.
Amy has been with Merrill Lynch for 2 years, and has 9 years industry experience. Amy is Series Seven registered, and graduated from Pine Manor College in Chestnut Hill, MA. She currently lives in Garden City, NY with her husband and daughter.