Rosenberg, Young and Associates
Merrill Lynch Wealth Management
1499 Post Road
Fairfield, CT 06824
(203) 254.6987
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Mission Statement
The Rosenberg, Young & Associates team works closely with you to help you take the steps needed to achieve the goals that matter most to you and your family. The process begins by understanding your goals, aspirations and dreams. Your personalized financial plan is then developed and regularly reviewed, maintaining the flexibility needed to adapt your plan to the inevitable changes you and your family will experience in life.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and provide you access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

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Financial Planning with Merrill Personal Wealth Analysis® (PWA)
Recognition
Craig Rosenberg
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Rosenberg, Young & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Approach

Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Craig Rosenberg,

CRPC™

Managing Director, Senior Financial Advisor
203.254.6987
Nick Young,

CFA

Vice President, Wealth Management Advisor
203.254.6973
Cristina Condulescu,

CFP®

Assistant Vice President, Wealth Management Associate
203.254.6985
Maribeth T Patterson
Officer, Registered Senior Wealth Management Client Associate
203.254.6990
Beth Foldesi
Wealth Management Client Associate (FP)
203.254.6917
Jacqueline Weiner
Wealth Management Client Associate (FP)
203.254.6979
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.