Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
Our experts examine the forces that are changing the world – and how they may impact your life
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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.