Raymond Miranda Email & Phone Number

Raymond Miranda

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Melville, New York, United States

Raymond Miranda Socials
About Raymond Miranda

Raymond Miranda serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he leverages his extensive expertise in socially responsible investing and impact investing to guide clients through the complexities of modern financial landscapes. Recognized by Forbes Magazine as one of the "Best-in-State Wealth Advisors" for three consecutive years (2022-2024), Raymond has established himself as a trusted advisor, particularly in the realms of Environmental, Social, and Governance (ESG) investing. His commitment to integrating ESG criteria into investment strategies reflects a growing trend among investors seeking to align their portfolios with their values while still pursuing robust financial returns.

In his current role, Raymond is deeply involved in key projects that focus on retirement planning—both personal and institutional—where he applies his Chartered Retirement Planning Counselor™ (CRPC™) designation to develop tailored strategies that meet the unique needs of his diverse clientele. His proficiency in succession planning and LGBT wealth planning further underscores his dedication to inclusive financial solutions. Raymond also specializes in pre- and post-liquidity strategies, ensuring that clients are well-prepared for significant financial transitions, such as divorce or inheritance.

With a focus on goal-based wealth management, Raymond employs a holistic approach that encompasses income planning and the establishment of foundations and trusts. His ability to navigate complex financial situations, combined with his commitment to socially responsible investing, positions him as a leader in the wealth management sector, dedicated to empowering clients to achieve their financial aspirations while making a positive impact on society.

Raymond Miranda Work
1 experience icon

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in February 1997 to Present

Raymond Miranda Skills

Legacy Planning

Investment Income Strategies

Investment Analysis - Portfolio Construction

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Frequently Asked Questions about Raymond Miranda

What is Raymond Miranda email address?

Email Raymond Miranda at [email protected]. This email is the most updated Raymond Miranda email found in 2026.

How to contact Raymond Miranda?

To contact Raymond Miranda send an email to [email protected]. (updated on October 31, 2024)

What company does Raymond Miranda work for?

Raymond Miranda works for Merrill Lynch Wealth Management

What is Raymond Miranda's role at Merrill Lynch Wealth Management?

Raymond Miranda is Wealth Management Advisor, Senior Vice President

What is Raymond Miranda's Phone Number?

Raymond Miranda's phone (212) ***-*152

What industry does Raymond Miranda work in?

Raymond Miranda works in the Financial Services industry.

Raymond Miranda Email Addresses

Email Raymond Miranda at [email protected]. This email is the most updated Raymond Miranda email found in 2026.

Raymond Miranda Phone Numbers

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