Rom Rabin
As a seasoned Wealth Management Advisor, Rom Rabin focuses on serving business owners and highly compensated executives who face complex financial decisions and multifaceted planning needs. With years of industry experience, he provides personalized financial planning and disciplined investment management designed to help clients optimize their wealth, minimize inefficiencies, and build long‑term financial confidence.
Rom brings deep knowledge in executive compensation strategies, retirement planning, tax‑efficient wealth management, liquidity event planning, and business transition considerations. Whether guiding an entrepreneur through the sale of a company or helping an executive navigate equity compensation, deferred compensation, or concentrated stock positions, he offers clear, strategic advice grounded in experience and thoughtful analysis.
His approach is built on trust, transparency, and accountability. Rom takes the time to understand each client’s goals, responsibilities, and vision for the future, providing a high‑touch advisory relationship and ongoing support as markets, opportunities, and personal circumstances evolve.
Rom enjoys spending his time outside of work skiing in the mountains and staying active on the pickleball court. These passions reflect his belief in balance, resilience, and living life with purpose—values he brings to his work with clients every day.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
