Thomas Rosenberg Email & Phone Number

Thomas P.J. Rosenberg is a Senior Vice President, Senior Financial Advisor and Portfolio Manager in the Rockefeller Center Merrill office in New York City. Tom holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation.Tom started at Merrill in 1987 and has 27 years experience in Private Client. The focus of his approach with clients has always been to offer Concierge Banking, Customized Investment Management, and help guide families through their life events. Tom's team has extensive experience with assisting high-net-worth clients with money management, concentrated stock strategies, personal credit, 401k's, and education planning. Tom works with clients to help minimize risk and meet the needs of high-net-worth households, combining sophisticated financial advice with experienced portfolio construction and management. Tom focuses on meeting his clients' needs through a goal based approach that leverages the global resources of Merrill Lynch Wealth Management and Bank of America. Tom employs a holistic philosophy to wealth management. His focus is on providing advice and solutions for high-net-worth families and individuals based upon the clients' risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. His approach to wealth management is consultative and objective, and he is committed to providing excellent service.Tom is active in the Bank of America My Environment program and is currently the New York Co-Chair. Tom also assists our management team by mentoring and training our newest advisors. Tom was a recipient of the 2014 David Brady Award. This award is given to selected advisors who have demonstrated outstanding philanthropy, client focus, and overall commitment to his company and community.*CRPC® and Chartered Retirement Planning Counselor℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Mar 1987 - Present

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  Ohio Wesleyan University

  Bachelor'S Degree