Sign In

Rachel Roberts

Private Wealth Manager

As a Private Wealth Manager at Merrill Private Wealth Management, Rachel Roberts plays a key role on the Private Executive Services (PES) Team, working with ultra high net worth individuals and families.

With a strong focus on understanding the specific needs of C-suite and senior executives of public and private companies, Rachel and her team excel in developing tailored financial strategies that align with clients' goals, risk tolerance, and preferences.

Rachel is part of the Investment Strategy team at Merrill, contributing to the rigorous investment process aimed at evaluating potential solutions for clients and ensuring a well-informed approach.

Having studied for her Bachelor's Degree at Bucknell University, Rachel brings a solid educational background to her role as a Vice President in the Private Wealth Management division at Merrill.

For individuals seeking comprehensive wealth management services and customized asset allocation models, Rachel Roberts and the PES team at Merrill can provide valuable expertise and assistance.

R
Add to my network

Location

New York City Metropolitan Area