Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Frank Rogers is a Vice President, Senior Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management in Greenwich, Connecticut.
Frank started as a Financial Advisor in 1994 With Dean Witter Reynolds. He has built his business based on bringing appropriate strategies to clients through a personal and consultative approach that includes an in-depth review of current needs and objectives, portfolio analysis and determination of long term needs such as retirement and estate planning services. Franks team is also a window into the extensive Residential and Commercial banking and lending capabilities of Bank of America.
Frank's family has an extensive legacy in the investment industry as his Grandfather and Great grandfather were both members of the NYSE, holding seats on the exchange until the 1950's.
Frank is an avid music lover and musician. He enjoys outdoor sports such as golfing, boating, fishing and skiing. He was born in and lives in Greenwich CT and has a family of 3 including an 21 Year old daughter who attends Marist College as a senior.
Frank is supported by Registered Client Associate Denise Moumene. Together, our team has a genuine concern for the needs of our clients and together we are commited to the highest level of customer service.
If you would like to inquire about a complete analysis and portfolio review,
Please contact Frank @ 203-861-5967 or by Email at Frank_Rogers@ML.com
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Greenwich High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.