Stick to Stocks to Generate Income, These Advisors Say. Here’s Why.

Andrew Kraus, left, and Rachel Roberts of Merrill Lynch’s Private Executive Services team


Photographs by Zack DeZon

Managing Director Andrew P. Kraus and Vice President Rachel Roberts of the Private Executive Services team at Merrill Lynch say their practice’s large size is both its greatest strength and greatest challenge.

With a team of 26, the New York advisory has a deep bench of specialists, and a breadth of experience to cover the needs of 240 clients and manage $19 billion in assets.

But…