Michael Bromberg Email & Phone Number

Michael has had very rewarding career as a Financial Advisor at Merrill Lynch Wealth Management since joining the Firm in 2014. His time as a Financial Advisor at UBS, Morgan Stanley and Merrill, has spanned more than two decades and he has had the pleasure of working with a vast majority of the same clients he served for many years. Michael is very humbled by his success which has led him to being named as Forbes "Best-in-State Wealth Advisors" 2019 (Published on February 20, 2020. Rankings based on data as of June 30, 2018.) Michael believes that understanding family dynamics is essential to superior wealth management and that effective retirement planning helps clients maintain financial independence and the ability to pursue what's important to them. Looking beyond clients' portfolios – and helping them look forward – is critical to helping clients achieve their most cherished goals and is the basis behind many of the strategies of the Bromberg Gerschel Group. Today, the Bromberg Gerschel Group works with affluent clients whose lives demand fluency in a wide range of wealth considerations. Among them are executives at Fortune 500 companies, business owners, financial and investment professionals, attorneys, entrepreneurs, and clients' extended families living coast-to-coast. Their robust team approach focuses heavily on clients' wishes for their lifestyles and legacies along with taking clients through a disciplined process where consideration is given to retirement income, cash flow, college planning, wealth transfer, credit and lending, as well as healthcare and insurance. The Bromberg Gerschel Group also presents clients with budget-based analyses that reflect current assets, liabilities and expected rates of growth while delivering a boutique level of attention to each individual. In his spare time, Michael serves as a formal board member of several organizations. Michael and his wife, Allison enjoy life on the Upper West Side and at their summer home on Long Island with their two children./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Financial Services, Services, and Wealth Management.

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  George Washington University

  Bachelor'S Degree