Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Michael Rosenbach is the founder and Financial Advisor of the Rosenbach Group at Merrill Lynch Wealth Management. Michael directs the group to specifically work with not only the evolving needs of individuals, families and institutions but also the evolving products and strategies that accompany them.
More than just catering to the ultra high net worth, Michael focuses specifically on providing the most modern strategies with the ultimate goal of simplifying unnecessarily complex lives. His areas of focus include corporate and individual advisory services, goals-based wealth strategy, asset and liability management, and investment research and modeling. A creative thinker, he enjoys helping clients capitalize on opportunities and streamline their wealth so that they can dedicate more time to the people and pursuits they most value.
Michael joined Merrill in 2015 in an advisory and investment strategist role. He earned his Bachelor’s degree in Economics and Finance from Brandeis University in Waltham, Massachusetts, and is a graduate of Berkeley Preparatory School in Tampa. Michael is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Michael lives in South Tampa and is active in the wider community. He serves as a math and finance tutor for students at Academy Prep, is a board member for the Congregation Schaarai Zedek Men’s Club, acts as a trustee for TOP Foundation, coaches Track and Cross Country for Berkeley Preparatory School and is an active member at Palma Ceiaand the Econ Club of Tampa Bay. An avid golfer and runner, he also enjoys entertaining, traveling, and dining.
Berkeley Preparatory School
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
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.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.