Raymond Hebert

Raymond Hebert is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 2014. In his role, he develops financial strategies tailored for high-net-worth individuals, families, and their businesses to assist them in achieving both short- and long-term financial goals. Hebert provides clients with access to the investment resources of Merrill and the banking services of Bank of America, addressing diverse aspects of their financial lives such as investment advice, education funding, tax minimization strategies, and retirement planning.

With over 20 years of experience as a former business owner, Hebert understands the challenges faced by business owners and collaborates with professionals including business bankers, CPAs, insurance companies, pension plan consultants, and legal advisors to deliver comprehensive wealth management solutions. He holds a Bachelor of Science in Business Administration from California State Polytechnic University, Pomona, and maintains Series 7 and 66 FINRA registrations as well as a California Life & Health Insurance License. Additionally, he holds the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services.

Hebert is actively involved in community service, including roles with the Los Angeles County Reserve Deputy Sheriff and the San Dimas Mountain Rescue Team. He is also affiliated with the Sigma Phi Epsilon alumni organization. His personal interests include camping, ice hockey, and volleyball. Hebert’s approach emphasizes personalized financial strategies that consider clients’ risk tolerance, time horizon, and liquidity needs.