Merrill Lynch Financial Advisor Jay M Rapp 4242 Six Forks Road, Raleigh, NC 27609
About the Business
Merrill Lynch Financial Advisor Jay M Rapp, located at 4242 Six Forks Road in Raleigh, North Carolina, is a finance institution led by Jay Rapp, a Senior Financial Advisor and Senior Portfolio Advisor. Jay, a member of the Rapp Mansfield & Associates Team, is dedicated to designing wealth management strategies tailored to each client's unique needs and goals. With a background in investment research and portfolio development, Jay helps clients navigate the complex world of finance with innovative and forward-thinking approaches.
As a resident of Cary, North Carolina, Jay is deeply involved in his community, volunteering with organizations such as Stay Strong vs ALS. With a Bachelor's Degree in Finance and Sports Management from North Carolina State University, Jay brings a wealth of knowledge and expertise to his role at Merrill Lynch Wealth Management.
Jay's mission is to understand each client's personal goals and priorities, building customized investment strategies to help them achieve financial success. By utilizing resources from Merrill and Bank of America, Jay works with clients to develop comprehensive financial plans that adapt to their changing needs over time. With a focus on building strong client relationships based on trust and personalized service, Jay and his team are committed to helping clients navigate the complexities of the financial markets and achieve their long-term goals.
Photos
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Bank Of America Resources
- Customized Investment Plans
- Finance Institution
- Financial Advisor Raleigh Nc
- Financial Goal Achievement
- Financial Planning Services
- Financial Strategy Development
- Investment Management
- Investment Research
- Investment Research Tools
- Investments Wealth Management
- Investor Education
- Long Term Investing
- Merrill Lynch Wealth Management
- Nc State University Graduate
- Personalized Service
- Portfolio Development
- Portfolio Diversification
- Portfolio Optimization
- Retirement Income Planning
- Retirement Planning Strategies
- Senior Financial Advisor
- Senior Portfolio Advisor
- Wealth Creation
- Wealth Planning Services
- Wealth Preservation
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