Merrill Lynch Financial Advisor Nathaniel C. Raynor 100 Federal Street, Boston, MA 02110
About the Business
Merrill Lynch Financial Advisor Nathaniel C. Raynor, located at 100 Federal Street in Boston, Massachusetts, offers a thoughtful and high-touch approach to portfolio management for his clients. With a focus on providing tailored socially responsible investment strategies that incorporate ESG factors, Nathaniel works primarily with high net worth families and companies to create long-term wealth management and capital management strategies. Nathaniel graduated from Union College with a degree in Economics and is dedicated to minimizing taxes for his clients, especially in relation to public and private equity awards.
Outside of the office, Nathaniel enjoys exploring Boston's vibrant restaurant and art scenes, as well as leading his team's business operations on Nantucket. He is a passionate advocate for Autism Speaks and Wounded Warriors, causes he championed during his time at Union College. Nathaniel resides in Boston's South End with his girlfriend Dani.
As a Merrill Lynch Wealth Management Advisor, Nathaniel believes in building personalized financial plans centered on his clients' goals and priorities. By listening to his clients and understanding their aspirations, he helps them navigate the complexities of the financial markets and make informed decisions to achieve their financial goals.
With access to the investment insights of Merrill and banking solutions from Bank of America, Nathaniel collaborates with his clients to develop tailored approaches to address their financial needs and pursue their goals. By regularly reviewing and adjusting their financial strategies, Nathaniel helps his clients stay on track to achieve what matters most to them.
Nathaniel Raynor is registered to do business in several states, including California, Connecticut, Massachusetts, and New York. Investing involves risk, and past performance does not guarantee future results. Asset allocation, rebalancing, and diversification are important strategies to help mitigate risk in investment portfolios. Contact Nathaniel C. Raynor for personalized financial guidance and investment advice tailored to your unique needs and goals.
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Location & Phone number
100 Federal St 17th Floor, Boston, MA 02110, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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