Rosenthal Nimrod Kassner Cohen Group

Merrill Lynch Wealth Management
1033 Skokie Boulevard
Suite 500
Northbrook, IL 60062
(847) 564-7155
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Rosenthal Nimrod Kassner Cohen Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Robert Rosenthal
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Show more recognition
Click here to learn more about advisor recognitions
Meet Our Team
Robert Rosenthal
Senior Vice President, Wealth Management Advisor
847.582.7818
Patrick Nimrod,

CFP®

Senior Vice President, Wealth Management Advisor
847.564.7148
David Kassner,

CPFA™,CPWA®,CRPC™

Senior Vice President, Resident Director - Wealth Management Advisor
847.780.0507
Sharon J Cohen,

CDFA®,CRPC™

Vice President, Senior Consultant
847.780.0513
Michele J Goldman
Officer, Wealth Management Client Associate
847.564.7155
Susan Armstrong
Wealth Management Client Associate
847.582.7828
Emily Larsen,

CFP®

Relationship Manager
847.564.7259
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Julie Novitskiy
Wealth Management Banking Specialist
Insights
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.