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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 or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

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Branch Office Profile

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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 Lynbrook team members 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 welcome the opportunity to demonstrate why we believe we can make a significant difference in your life and invite you to connect with our financial advocates who can create a framework designed to help you achieve your goals.
 
Ravit Kaye
Resident Director
Senior Vice President
Wealth Management Advisor

About Us

The branch’s wealth planning process begins as the team’s advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children’s and grandchildren’s education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients’ wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.

Culture

The branch is committed to providing 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 we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how the branch and the wide array of services offered may benefit you.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities 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

The 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 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

Michael Bausk,

CPFA,

CRPC

Vice President

Senior Financial Advisor

John C Varricchio

First Vice President

Senior Financial Advisor

RAVIT KAYE,

CRPC

Senior Vice President

Resident Director

Jeremy Jacobs,

CFP

Vice President

Wealth Management Advisor

David Rubin

Senior Financial Advisor

Mark A Gutner

Senior Vice President

Senior Financial Advisor

Sophia Aslam

Assistant Vice President

Financial Advisor

Let’s Have a Conversation

We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

Careers 1

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 vocation, 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 approaches and wealth management advice, products and services.

Access to Resources

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

Grow & Learn

Merrill Lynch Wealth Management 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