Brian Raphalian
Private Wealth Advisor, Managing Director at Merrill Private Wealth Management | New York, United States
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Brian Raphalian serves as a Managing Director and Private Wealth Advisor on the Private Executive Services (PES) team at Merrill Private Wealth Management, where he plays a pivotal role in guiding ultra-high net worth families through the complexities of wealth management. With a strong focus on multi-generational family wealth advising, Brian leverages his extensive expertise to craft personalized financial strategies that align with the unique goals and values of each family he serves. His approach encompasses a holistic view of wealth management, integrating asset management, investment personality assessments, and goal-based wealth management to create tailored investment portfolios that reflect the aspirations and risk tolerances of his clients.
Brian is particularly adept at philanthropic planning strategies, helping families navigate the intricacies of charitable giving while maximizing the impact of their contributions. His commitment to fostering long-term relationships with clients is evident in his role as a senior relationship manager, where he collaborates closely with a team of experts to ensure that every aspect of a family's financial landscape is addressed with care and precision. As a thought leader in private family wealth management, Brian is dedicated to empowering families to make informed financial decisions that will benefit not only their immediate needs but also future generations. His insights into the evolving landscape of wealth management, combined with his passion for client advocacy, position him as a trusted advisor for families seeking to preserve and grow their wealth in an ever-changing economic environment.
Private Wealth Advisor, Managing Director at Merrill Private Wealth Management in April 2002 to Present
Associate, Equity Capital Markets Group at Solomon Smith Barney in January 1996 to April 2000
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Multi-generational Family Wealth Advising
Asset Management
Investment Personality Assessment
Goal Based Wealth Management
Philanthropic Planning Strategies
Investment Portfolo Construction
Private Family Wealth Management
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What is Brian Raphalian email address?
Email Brian Raphalian at [email protected]. This email is the most updated Brian Raphalian email found in 2026.
What is Brian Raphalian phone number?
Brian Raphalian phone number is +17325302078 and +12123439206.
How to contact Brian Raphalian?
To contact Brian Raphalian send an email to [email protected]. If you want to call Brian Raphalian try calling on +17325302078 and +12123439206. (updated on September 13, 2024)
What is Brian Raphalian net worth?
Brian Raphalian has an estimated net worth of $750,000 to $999,999
What company does Brian Raphalian work for?
Brian Raphalian works for Merrill Private Wealth Management
What is Brian Raphalian's role at Merrill Private Wealth Management?
Brian Raphalian is Private Wealth Advisor, Managing Director
What industry does Brian Raphalian work in?
Brian Raphalian works in the Financial Services industry.
Brian Raphalian Email Addresses
Brian Raphalian Phone Numbers
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