THE RAND GROUP
The Rand Group is a San Francisco-based wealth management team led by Managing Director Daniella Rand. The Rand Group team has served clients throughout California and beyond for nearly 15 years. Rand herself is licensed to do business in California, Nevada, Colorado, Alabama, Idaho, Michigan, Minnesota, North Carolina, New Jersey, and Oklahoma; other Rand Group team members are licensed to do business in Florida and Pennsylvania. In partnership with Merrill Lynch, The Rand Group delivers high... -touch wealth management services for high net worth individuals and families at every stage of life. Rand and her team ensure that every client relationship is grounded in the belief that wealth is a means to an end — specifically, a means to turn clients’ long-term goals into reality. The Rand Group’s financial advisors and wealth management specialists design custom wealth management strategies from start to finish. Each relationship begins with a frank, thorough discussion of the client’s needs and objectives, with special attention paid to seven key priorities: Healthcare. The Rand Group empowers clients to plan for direct healthcare expenses, ongoing health and disability insurance needs, and long-term issues like long-term care insurance. Home. The Rand Group helps clients plan for inevitable changes on the home front: upsizing, downsizing, renovating, and purchasing vacation homes. Family. The Rand Group provides clients with the tools they need to provide for those they love, including minor children and aging parents. Leisure. Daniella Rand and her team empower clients to get the most out of their hard-won leisure time. That means providing the tools, vision, and capacity they need to plan and save for international travel, take an existing hobby to the next level, or make a signature leisure purchase. Philanthropy. The Rand Group is committed to doing right by the less fortunate. Rand and her team helps clients who choose to give back find ways to maximize their time, talents, and resources — whether that means mentoring young people, volunteering for local nonprofit organizations, or giving to charity. Work and Retirement. The Rand Group supports clients at all stages of their careers — and through retirement. Rand and her team assist with closely held business successions and sales, the pursuit of second and third careers, and managing cash flow in retirement. Financial Planning. The Rand Group has the experience and expertise to help clients organize and systematize their present and future financial goals. With these priorities as its lodestar, The Rand Group team designs, implements, and monitors bespoke wealth management plans that leverage a range of wealth management products and services supported by the investment and banking resources of Merrill Lynch and Bank of America. These include general financial planning services, custom retirement planning services, 401(k) rollovers for new and existing clients, trusteed IRAs for new and existing clients, and loan services. The Rand Group stands apart from independent wealth managers thanks to Bank of America/Merrill Lynch’s Relationship Pricing program. Relationship Pricing rewards loyal clients who entrust substantial assets to Bank of America/Merrill Lynch, with benefits increasing at each successive account benchmark.
THE RAND GROUP
Industry:
Banking Consulting
Founded:
2005-01-01
Website Url:
http://www.fa.ml.com
Total Employee:
1+
Status:
Active
Contact:
415-676-2711
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Tag Manager Content Delivery Network Google Maps ReCAPTCHA Cloudflare JS CDN JS Google Maps API DoubleClick.Net
Founder
Official Site Inspections
http://www.fa.ml.com
- Host name: 104.16.173.85
- IP address: 104.16.173.85
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago

More informations about "The Rand Group"
www.fa.ml.com
We would like to show you a description here but the site won’t allow us.See details»
Merrill Careers: Become a Financial Advisor with Merrill
About Merrill Lynch Professional Wealth Management Services
1.Bank of America 2022 Annual Report. 2. Merrill Lynch Wealth Management was recognized for “Best Account Opening and Onboarding Technology” for Collaborative Onboarding Experience …See details»
Login - Merrill Lynch
Investing involves risks. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect …See details»
Merrill Advisor Directory
AAMS™, ADPA™, APMA™, AWMA™, CRPC™, CRPS™, CSRIC® and SE-AWMA™ are service marks for The College for Financial Planning Institutes Corp. CAP®, CLU®, ChFC®, ChSNC® and RICP® are properties of The …See details»
Merrill Lynch - Login
Merrill A Bank of America Company for the best printing results, change page orientation to landscapeSee details»
The MacDermott Group - Financial Advisors in Manchester, NH …
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market …See details»
Merrill Lynch OnLine |Welcome--content
With Merrill Lynch OnLine you don't have to wait for a mailed statement or call your FA to follow your recent account activity. You get account details whenever you want, which will make …See details»
Benefits OnLine | Login
Login page for ML Benefits Online. By clicking on the App Store and Google Play icons, you're going to be taken to your app store.See details»
Merrill Lynch OnLine |Welcome page
Start With a Financial Advisor Merrill Lynch Financial Advisors are highly trained to help you achieve your personal financial goals.See details»
Login - Merrill Lynch
In just 15 minutes, experts discuss the economy, how the results of the U.S. election could impact the markets, and ways to prepare for 2025. In just 15 minutes, experts discuss the economy, …See details»
Why Merrill: How Merrill Lynch Can Help You Meet Your Goals
Investment minimum $250,000 By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact …See details»
Merrill - Wikidata
American investing and wealth management division of Bank of AmericaSee details»
Create an organization and manage users
Create your organization. Verify your org. Manage your financial account. Ensuring a smooth payment setup. Get financial reports. Tasks. Manage multiple orgs. Manage test users. …See details»
Financial Solutions from Merrill Lynch Wealth Management
1 Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could …See details»
Merrill Lynch Login - Benefits OnLine
This is the Merrill Lynch login page. Investing involves risks. There is always the potential of losing money when you invest in securities.See details»
Facebook - log in or sign up
Connect with friends and the world around you on Facebook. Log In. Forgot password?See details»
Phone footage appears to contradict Israel's account in troops' …
8 hours ago UNITED NATIONS (AP) — Phone video from one of 15 Palestinians medics killed by Israeli forces last month appears to contradict Israeli claims that the medics’ vehicles did …See details»
Financial Solutions to Help You Invest, Manage, & Save - Merrill …
Get the right financial solution for every stage of your life's financial journey. Get help in managing your finances, investing and saving for retirement, and more. Find the right solution …See details»
Wealth Management Services & Wealth Planning from Bank of …
1 Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, …See details»