Raymond Miranda
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Melville, New York, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
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.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in February 1997 to Present
See more
See less
Legacy Planning
Investment Income Strategies
Investment Analysis - Portfolio Construction
Income Planning
Divorce Financial Advising
Goal Based Wealth Management
Business Retirement Plans
Business Succession Planning
Asset Management
Estate Planning Strategies and Wealth Transfer
Investment Advisor
Wealth and Legacy Planning
Values Based and ESG Investing
Special Needs Planning Strategies
Portfolio Manager
Philanthropic and Endowment Management
Net-Worth Analysis and Wealth Allocation
College Savings Strategies
Private Business sales
Socially Responsible Investing
Socially Responsible Portfolio Construction
Succession Planning
Family Wealth Transfer
Equipment Financing
LGBT wealth planning
Income Strategy During Retirement Years
Holistic Goals based planning approach
Fundraising
Foundations and Trusts
Pre- and Post- Liquidity Strategies
Retirement Planning - Personal and Institutional
Working with Foundations
Women and Wealth
See more
See less
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
Raymond Miranda Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Raymond Miranda
Intervention/Prevention Support Coordinator at Los Angeles Unified School District
Assistant Brand Manager, Brugal 1888 at Edrington
Senior Graphic Designer at Baik Brands, Inc.
Software Engineer at WanderJaunt
Legal Intern at Hudson Institute
Reliability Engineer at Texas Instruments
Event Manager at Latinas in Tech
Wastewater Intern at Gwinnett County Government
Senior Software Developer at Apple
Insurance Agent at Bankers Life
Delivery Driver (Favor) at Self-employed
Managing Director at Cleanbnb Today
Alternative Investment Summer Analyst at Truston Asset Management
Account Director at Enverus
Restaurant Manager at Bourbon Steak by Michael Mina
VP, Treasury FS&O Advisor-Service at Bank of America
Graduate Teaching Assistant at University of Colorado Boulder
President and CEO at Flinchtech Solutions
Sales Manager at Loews
Library Associate at Chicago Public Library
Show more
Show less