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LONG ISLAND SOUTH SHORE

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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Branch Office Profile

Welcome to Long Island South Shore Office!

Our branch is comprised of talented wealth management professionals committed to building strong client relationships based on trust, transparency and personalized service.  

Our advisors have worked in this industry through many market cycles and with the mindset that every client is entitled to the highest level of competency and care.  We believe it has never been more important to have a financial advocate who asks the right questions and can create a framework designed to help you achieve your own, your family’s, and your business’s objectives. 

We welcomes the opportunity to demonstrate why we believe we can make a significant difference in your life.
 
Ravit Kaye
Resident Director

About Us

Our Branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, including risk tolerance, objectives, time horizon and liquidity needs, goals for retirement lifestyles, education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges.

Culture

We provide transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our Branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that is necessary to permit frank discussions on a wide range of individual, multi- generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.

Community 

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

Client Commitment

Our Branch’s mission is to address the needs of our clients while striving to exceed their expectations at all times. As our Branch manager is fond of saying, “Good service doesn’t just happen, it’s up to us to make it happen.” The advisor teams within the Branch understand how clients want to be treated and they strive to create an atmosphere that invites questions and makes each meeting satisfying for the client. We are committed to exceptional client service with each contact.

Advisors at This Location

Our deeply committed financial advisors call upon Merrill's tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Jeffrey Schoenfeld

Senior Vice President

Wealth Management Advisor

Judah Munk

Senior Vice President

Senior Financial Advisor

Glenn Krevans

CPFA

First Vice President

Senior Financial Advisor

Michael Bausk

CPFA

CRPC

Vice President

Senior Financial Advisor

John C Varricchio

First Vice President

Senior Financial Advisor

Ravit Kaye

CRPC

Vice President

Resident Director

Jeremy Jacobs

CFP

Vice President

Wealth Management Advisor

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

Careers

Merrill Lynch Wealth Management is seeking high achievers with a history of success. If you’re in sales, law, banking, teaching, accounting, retired military, college grad or other, and you have the drive, commitment and perseverance to succeed, consider a career with us as a financial advisor.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

Grow & Learn

Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management