Morgan Stanley
46yrs
Top advisor by experience in Fort Lauderdale
19yrs
Whitney Raymond
Financial advisor at Merrill
Whitney Raymond is a fiduciary financial advisor in Fort Lauderdale, Florida, with 19 years in the industry. Whitney joined Merrill in 2014, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1190 advisors with offices in Fort Lauderdale, and one of 1104 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 63% of advisors at Merrill
Office401 E Las Olas Blvd, Fort Lauderdale, FL 33301
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowMerrillCurrent firm
Contact Whitney
(800) 637-7455Firm headquarters in New York, NY. Ask for Whitney. 401 E Las Olas BlvdFort Lauderdale, FL 33301Office · Get directions
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Questions to ask Whitney
Tailored to Whitney’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Whitney
How do I contact Whitney?
Call Merrill at (800) 637-7455 and ask for Whitney Raymond. Whitney works from the Fort Lauderdale, FL office.
How long has Whitney been a financial advisor?
Whitney has been in the industry since 2007, about 19 years. More experience than 63% of advisors at Merrill.
What licenses does Whitney hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Whitney a fiduciary?
Whitney is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Whitney paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Whitney for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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