Ray Englebert, Ctfa
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Ray Englebert, Ctfa Email & Phone Number

Vice President, Financial Advisor at Merrill Lynch Wealth Management
Location: Statesville, North Carolina, United States 2 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Merrill Lynch Wealth Management
Role
Vice President, Financial Advisor
Location
Statesville, North Carolina, United States
Company size
45157 employees

Who is Ray Englebert, Ctfa? Overview

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Quick answer

Ray Englebert, Ctfa is listed as Vice President, Financial Advisor at Merrill Lynch Wealth Management, a with 45157 employees, based in Statesville, North Carolina, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Ray Englebert, Ctfa.

Ray Englebert, Ctfa previously worked as Financial Advisor, Vice President at Merrill Lynch Wealth Management and Financial Advisor, Vice President at Merrill Lynch Wealth Management. Ray Englebert, Ctfa holds Bachelor'S Degree from Campbell University.

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*@ml.com
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Profile bio

About Ray Englebert, Ctfa

My background is rare among financial advisors. You see, most of my 23-year career has been spent as a trust officer. Given that experience, I deliver a fresh perspective to clients looking to preserve, insulate and pass along wealth in a tax efficient manner.MY CLIENTS ARE MY PEOPLE – NEIGHBORS, GOOD FRIENDS AND OTHERS FROM COAST TO COAST. While I was born, raised and live in Statesville, my circle of clients has grown to include business owners and their families, younger couples accumulating wealth, individuals about to retire and others I've helped retire comfortably – residing locally and across the U.S. MY JOB IS ABOUT HELPING "GOOD PEOPLE DO GOOD THINGS" FOR THE PEOPLE THEY LOVE. Talking with both spouses whenever possible, I want to hear what brings them joy and what worries them. Before ever discussing their finances, I need to appreciate their values, visions, and these key areas in a client's financial life:• Short- and long-term goals (buying a home, funding retirement, a child's education or a worthy cause).• Family. Is a client responsible for a spouse, children, or elderly parent? Should a trust be considered? • Other advisors. I try to align my strategies with clients' CPAs, attorneys and insurance agents. • Legacy. Do clients have a will, trust, or power of attorney? Do those documents reflect current goals?• Assets and liabilities. I examine both sides of clients' balance sheets to help minimize debt and enhance cash flow.WHAT MAKES ME PROUD?I hold the Certified Trust and Fiduciary Advisor designation*, a Bachelor's degree from Campbell University in Trust & Wealth Management, and a place in my heart for my community. I volunteer with the Boys & Girls Club of the Piedmont, United Way of Iredell County and Council on Aging (Meals on Wheels). I am also a member of Rotary Club of Statesville. My wife, Katherine, and I have three daughters and enjoy hiking, camping and any activity that brings us together. *Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers

Listed skills include Wealth Management, Estate Planning, Banking, Risk Management, and 18 others.

Current workplace

Ray Englebert, Ctfa's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Vice President, Financial Advisor
new york, new york, united states
Website
ml.com
Employees
45157
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2 roles

Ray Englebert, Ctfa work experience

A career timeline built from the work history available for this profile.

Financial Advisor, Vice President

Current
Merrill Lynch Wealth Management

I utilize the firm's Chief Investment Office models. Client portfolios may include stocks, bonds, ETFs, mutual funds and alternative investments. Clients have access to Bank of America for residential, securities-based lending and business banking services. NMLS ID 2268459. Disclosure: Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved. Disclosure: The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation. Disclosure: Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Aug 2021 - Present

Financial Advisor, Vice President

Current
Merrill Lynch Wealth Management

I utilize the firm's Chief Investment Office models. Client portfolios may include stocks, bonds, ETFs, mutual funds and alternative investments. Clients have access to Bank of America for residential, securities-based lending and business banking services. NMLS ID 2268459. Disclosure: Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved. Disclosure: The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation. Disclosure: Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Aug 2021 - Present
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

ES Edward Sarraf Edward Sarraf Colleague at Merrill Lynch Wealth ManagementGreater Phoenix Area, United States View → RB Renee Basso Renee Basso Colleague at Merrill Lynch Wealth ManagementBridgeport, Connecticut, United States View → BS Bob Sauer Bob Sauer Colleague at Merrill Lynch Wealth ManagementPompano Beach, Florida, United States View → TR Tom Rueckl, Cfp® Tom Rueckl, Cfp® Colleague at Merrill Lynch Wealth ManagementGreen Bay, Wisconsin Metropolitan Area, United States View → MA Memet Aygun Memet Aygun Colleague at Merrill Lynch Wealth ManagementTürkiye, Turkey View → JF Jeremy Floberg Jeremy Floberg Colleague at Merrill Lynch Wealth ManagementPittsburgh, Pennsylvania, United States View → TW Tammy Willis Ramirez Tammy Willis Ramirez Colleague at Merrill Lynch Wealth ManagementNorth Las Vegas, Nevada, United States View → PC Patsy Cowan Patsy Cowan Colleague at Merrill Lynch Wealth ManagementWest Palm Beach, Florida, United States View → DA Dylan Atkins Dylan Atkins Colleague at Merrill Lynch Wealth ManagementMedia, Pennsylvania, United States View → JL Janie Lehmer Janie Lehmer Colleague at Merrill Lynch Wealth ManagementMckinney, Texas, United States View →
1 education record

Ray Englebert, Ctfa education

  • Campbell University
    Campbell University
    Bachelor'S Degree
FAQ

Frequently asked questions about Ray Englebert, Ctfa

Quick answers generated from the profile data available on this page.

What company does Ray Englebert, Ctfa work for?

Ray Englebert, Ctfa works for Merrill Lynch Wealth Management.

What is Ray Englebert, Ctfa's role at Merrill Lynch Wealth Management?

Ray Englebert, Ctfa is listed as Vice President, Financial Advisor at Merrill Lynch Wealth Management.

What is Ray Englebert, Ctfa's email address?

AeroLeads has found 1 work email signal at @ml.com for Ray Englebert, Ctfa at Merrill Lynch Wealth Management.

Where is Ray Englebert, Ctfa based?

Ray Englebert, Ctfa is based in Statesville, North Carolina, United States while working with Merrill Lynch Wealth Management.

What companies has Ray Englebert, Ctfa worked for?

Ray Englebert, Ctfa has worked for Merrill Lynch Wealth Management.

Who are Ray Englebert, Ctfa's colleagues at Merrill Lynch Wealth Management?

Ray Englebert, Ctfa's colleagues at Merrill Lynch Wealth Management include Edward Sarraf, Renee Basso, Bob Sauer, Tom Rueckl, Cfp®, and Memet Aygun.

How can I contact Ray Englebert, Ctfa?

You can use AeroLeads to view verified contact signals for Ray Englebert, Ctfa at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Ray Englebert, Ctfa attend?

Ray Englebert, Ctfa holds Bachelor'S Degree from Campbell University.

What skills is Ray Englebert, Ctfa known for?

Ray Englebert, Ctfa is listed with skills including Wealth Management, Estate Planning, Banking, Risk Management, Financial Planning, Investments, Strategic Financial Planning, and Planned Giving.

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