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
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.
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.