1. Merrill Lynch Wealth Management

1. Merrill Lynch Wealth Management

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Boca Raton, FL

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Merrill Lynch Wealth Management

3.0 (2 reviews)

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Raymond James Financial

Raymond James Financial

(2 reviews)

Stay away from this brokerage firm, especially Russ Johnson! Neither he nor his associates return…read morephone calls or offer any personal service after they have received your investment money! They do not monitor your accounts carefully. There are many other firms which offer far better service!

I had spent many years with an advisor whom i considered a friend. He grew money for me, this is…read moretrue, but when i realized how much of a take he was getting, and it was running my IRA out completely, i was a bit alarmed. Bruce at Raymond James handles my parents account and had been completely trustworthy for a very long time. When i visited with my parents, he asked me if i might consider showing him my portfolio and he would review it. What he pointed out to me floored me, and i was so very grateful. There was no pressure but honest appraisal of things i was not aware of, and how they could help me. We discussed for a few months and then i made the switch. Bruce, Walter, Deb, Tanya and Francesca have treated me like a king (i'm not that big an account) and everything they promised has come to fruition to the point i've given them my entire account which they have diversified wonderfully. Whenever i visit SFlorida, Bruce asks me to come in and evaluate where we are now, and what he things we should do, as well as tax ramifications for any decision i make. I can strongly recommend Raymond James Glades Road office if you want honest, straight talking, hard working professionals who make you one of the family. Today, they sent my parents a huge bouquet of flowers to celebrate their 71st wedding anniversary. My mom could not stop raving about how special she felt. Thank you to the entire team.

Merrill Lynch Wealth Management - financialadvising - Updated July 2026

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