Happening People – Local Women Nationally Recognized on Forbes Two Times in a Row

Recently, two local Merrill Lynch financial advisors in Boca Raton, Rachel Barzilay and Christina Cleveland, were named to Forbes’ “Top Women Wealth Advisors” list, which spotlights 250 standout financial strategists across the country, for the second consecutive year.

Rachel Barzilay, CAP®, CFP®, CRPC®, a Managing Director, Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management in Boca Raton,  is a partner in the Barzilay Group, where she works alongside her father Arthur Barzilay, who has been with Merrill Lynch for more than 35 years. She joined Merrill Lynch in 2008 and focuses on advising clients about municipal bonds, retirement and estate planning services, education savings accounts, philanthropic trusts and foundations as well as corporate lending through access to Bank of America, N.A.

An industry leader, Barzilay was recently recognized on the Forbes “Best-In-State Wealth Advisors” list and the Barron’s “Top 1,200 Financial Advisors” list.  In addition, she received several recognitions for her work in 2017, including on the Forbes “America’s Top Next Generation Wealth Advisors” list and on Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” list, among others. Barzilay earned a bachelor’s degree in business administration with a major in finance from the University of Florida, where she was a dean’s list graduate. In her free time, Barzilay enjoys entertaining family and friends. She and her husband reside in Boca Raton with their daughter.

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.

 

Christina M. Cleveland, CFP®, Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Boca Raton, joined Merrill Lynch in 1983, and focuses on a custom wealth management process and multigenerational planning for affluent individuals, families, and business owners. In addition, Cleveland was also recognized on the the Forbes “Best-In-State Wealth Advisors” list earlier this year.

A Delray Beach resident, Cleveland has a bachelor’s degree from Florida State University with an emphasis in investment and portfolio analysis. In addition, she is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards. In her free time, Cleveland enjoys spending time with her family and gives back to her community by supporting SOS Children’s Village and Delray Achievement Center. She is also active with her church, Spanish River Church in Boca Raton.

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.

To see the full list, please visit: https://www.forbes.com/top-women-advisors/#50a1fd0a51f4

To read more about the Forbes “Top Women Wealth Advisors” methodology, please visit: https://www.forbes.com/sites/rjshook/2018/05/01/the-2018-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/#83d2f2842c6e