Mandy Rofe Email & Phone Number

As a Merrill Lynch financial advisor, I focus on connecting all aspects of clients' financial lives to help them prioritize and pursue goals that matter most to them. I work with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. I help them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. I do so while combining personalized service with the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America.Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, you need strategies that are specific to your unique situation. Even if you're accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives. I have worked in the Financial Services Industry since 1993.  I live on Long Island with my husband Andy and my daughter Jacqueline. I sit on the Board of Girls on the Run Long Island. I enjoy running, knitting, and riding my horse.

Listed skills include Equities, Portfolio Management, Capital Markets, Derivatives, and 10 others.

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  Brooklyn College

  Bachelor'S Degree