Ralph Autuore

Elizabeth Angelone is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked for over three decades. In her role, she focuses on guiding multigenerational families in securing their financial legacies and addressing their financial planning needs. She also supports corporate retirement plans, helping employees achieve their retirement goals through 401(k) offerings. Elizabeth has a particular emphasis on working with women during transitional phases of their lives. Her areas of expertise include divorce transition planning, family wealth management strategies, services for defined benefit plans, women and wealth, sports and entertainment, and retirement income. Elizabeth holds several industry designations, including Accredited Domestic Partnership Advisor (ADPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned a Bachelor's Degree from Rollins College. Outside of her professional activities, Elizabeth is involved in community organizations such as Greenwich United Way, Greenwich Academy, and Brunswick School. She has participated in the Avon 39 Mile Walk and pursues personal interests including music, pottery, skiing, swimming, tennis, and yoga.

Rachel Kelley is a Private Wealth Advisor with Merrill Private Wealth Management, serving clients from offices in Boston, MA and Miami, FL. She has worked with Merrill since 2000 and holds the CERTIFIED FINANCIAL PLANNER® designation, along with credentials as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Rachel earned her Bachelor's degree from Hartwick College. Rachel specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. She works closely with families to develop comprehensive plans that help them achieve their goals, focusing on multi-generational wealth and family governance. Her client base includes corporate executives, entrepreneurs, company founders, and multigenerational families. Rachel has been recognized multiple times by Forbes as one of the Best-In-State Wealth Advisors and by Working Mother/Shook Research as a Top Wealth Advisor Mom. Outside of her professional work, Rachel supports the Carroll School, which serves children with language-based learning disabilities. She enjoys traveling with her family, spending time watching her children’s athletic competitions, and engaging in activities such as boating, cooking, golfing, reading, skiing, swimming, tennis, and yoga.