Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brigita Z. Rumpeters, CRPC®
Wealth Management Advisor
With over 25 years of financial experience with Merrill Lynch, Brigita is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Brigita works with affluent clients, non-profit organizations and small businesses in investment management as well as wealth preservation. Drawing on her experience and Merrill Lynch's global resources, Brigita develops personalized strategies to address the complex needs of clients with substantial wealth that address their risk tolerance, time horizon, liquidity needs and overall investment goals. Together with specialists in different areas of expertise, Brigita offers clients an extensive platform of services including: portfolio management strategies; stock option analysis and retirement strategies; hedging and monetization of concentrated equity positions; life insurance analysis and funding; plus a full complement of wealth preservation and transfer services. Brigita also offers various lending and home financing options through Bank of America, N.A. Brigita works with many small businesses and non-profit organizations in helping out with cash management, investments, business lending and various types of retirement plans.
Brigita acquired her CRPC® designation - Chartered Retirement Planning Counselor - SM -giving her more depth and breadth in the area of retirement planning for her clients.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Brigita began her career with Merrill Lynch in 1989 in the Westfield, NJ office. Brigita graduated from Richard Stockton State College of NJ with a B.S in Business/Marketing. She resides in Westfield with her husband Artis and her three children- Andrejs, Sintra and Krista.
Senior Registered Client Associate
Barbara is a registered client associate, and is the first line of contact in assisting clients to integrate Merrill Lynch's many capabilities. She has a wide range of experience regarding various financial products and services and is an integral part of developing each client's customized strategies, she oversees all of the internal operations and service requests.
Barbara has been with Merrill Lynch for over 30 years, where she spent over 20 years in our Manhattan office. Barbara has a BS from Baruch College, graduating Magna Cum Laude. Barbara resides in Metuchen, with her husband Tom and their son Tommy.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Richard Stockton College of New Jersey
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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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Your advisor is a click away within our site or mobile apps
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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. Merrill Lynch Wealth Management 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.
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.