Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Paulina Rogawski is a Senior Financial Advisor within the prestigious Global Wealth and Investment Management Office at 75 Rockefellr Plaza in New York City.
Paulina's approach to investing focuses on meeting the needs and objectives of the high-net-worth individuals, foundations and endowments, who are accustomed to her superior level of service. She also provides professional advice to employee benefit plans, which she has been doing since the beginning of her career at MetLife. Drawing on her over twenty years experience and Merrill Lynch's global resources, Paulina develops strategic solutions based upon clients risk tolerance, time horizon and liquidity to address complex needs of individual investors and not-for-profit market. Paulina strives to provide each client with personal attention combined with wide range of services and products.
Paulina's career began at MetLife where she handled Fortune 1000 companies, senior executives and board members of many foundations and endowments who were seeking her advice and services. She also launched socially responsible investment products at Friend Ivory & Sime.
Paulina received her B.S. Degree in Mathematics from City College New Yorg (CCNY) and has done graduate work at New York University (NYU). She is an angel member of 100 Women in Finance, New York HedgeFund Roundtable and a regular contributor to the Women's Bond Club. Her quest to remain on top of the newest trends in the global financial and specifically retirement services have lead her all through Europe, using her language skills as an entre to attend many European conferences. She is an Enrolled Actuary and a member of the CFA Institute of New York and past co-chair of the Career Development Committee. She resides in Manhattan and is active in many civic projects.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English, Polish & Russian
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
As Merrill Lynch financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
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.