Daravy Son
Financial Advisor
MBA
Daravy Son is a graduate of Rutgers Business School and earned her MBA from Monmouth University in New Jersey. Before joining George McKelvey Co. in 2003, which then joined Allworth, as a financial advisor, she worked at Merrill Lynch Asset Management as a fixed-income trader and portfolio manager. For over 25 years, she has been helping clients achieve their investment and retirement planning goals by providing a comprehensive and personalized wealth management strategy that starts with their goals and adapts to their changing needs.
She has been married to her husband, Ritthy, for almost 30 years, and they have two grown daughters. In her spare time, she enjoys cooking, trying new restaurants, spending time with family and friends, and traveling.
Latest Insights
When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions
No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
Read more
‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth
Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …
Read more
8 Wealth Preservation Strategies for High-Net-Worth Investors
In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …
Read more
