Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Janna Rosenberg is a Financial Advisor at Merrill Lynch Wealth Management in Summit, New Jersey.
In developing her practice, Janna seeks to provide a lifelong collaboration by assisting her clients in getting their financial house in order, helping them follow through on their financial commitments, bringing objectivity to avoid emotionally driven decisions in money matters, and preparing them for all life’s transitions.
Janna has over twenty years of experience in the financial industry working across large global organizations as well as smaller private investment firms and, most recently, serving as Investment Director at JPMorgan Investment Management Global Multi-Asset Solutions. Janna uses her in-depth knowledge of professional money management and traditional and alternative investments* across various asset classes to recommend efficient and diversified portfolios. Her guidance, however, goes above and beyond portfolio recommendations: with the ability to draw upon Merrill's award winning global research resources and Bank of America's cash management, credit and lending, she covers all aspects of clients' financial lives.
Janna received her Master’s of Business Administration in Finance from New York University Stern School of Business and her Bachelor’s in Mathematics from Ivan Franko National University of Lviv, Ukraine.
She speaks Russian and Ukrainian.
Russian & Ukrainian
New York University
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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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
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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.