Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Rosa Campa Hearne, CIMA®, Senior Vice President and Wealth Management Advisor, joined Merrill Lynch in 1977. In 2003, after completing the educational component at the Wharton School of the University of Pennsylvania, and after passing a comprehensive exam, she was awarded the CIMA designation by the Investments & Wealth Institute™. In 2006, Rosa also earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning.
As a Wealth Management Advisor, Rosa concentrates on assisting high net worth individuals, small businesses, foundations, and retirees determine their goals and risk tolerance. When focusing on estate planning issues, Rosa teams with clients and their other professional advisors such as CPAs and attorneys, in developing a a team approach to long term planning. She also serves as a regional coordinator for information serving the Special Needs Trust community.
Rosa lives in Monmouth County, New Jersey, with her husband and two growing boys. Born in Havana, Cuba, but raised in Flushing, New York, she attended the LaGuarda High School of Music and Art in Manhattan. She studied at Harpur College at SUNY Binghampton, where she graduated in 1977 with a double major in History and Music. Rosa practices hot yoga, enjoys skiing and golf, and most recently took up the sport of fencing to understand her youngest son's chosen sport, qualifying as a referee in 2009. In 2016 she was elevated to the Executive Committe of the NJ Division of the US Fencing Association, after serving on the Tournament Committee for several years. She also serves on the Board of Fencing in the Schools.
Locally, Rosa supports the United way of Monmouth and Ocean County. She serves on the Board of the Central Jersey Fencing Foundation, where she chairs the Volunteer Committee.
|To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com
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LaGuardia HS of Music and Art
State University of New York System
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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 give you peace of mind* that you're on track to help 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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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.