With over 30 years of experience, Financial Advisor Brian Rossano combines extensive market experience and disciplined service to support affluent individuals’ and corporations’ unique financial needs. Prior to serving as Branch Manager of the Beverly, MA, Wealth Management office, Brian worked with Merrill clients for 22 years from Boston, providing an array of financial services with specific niches in managing stock option and 401(k) plans. Today, Brian leverages his vast experience to engage clients in an advisory relationship focused around preserving and growing their wealth. From providing retirement planning strategies to addressing legacy planning needs, Brian puts clients' needs first and helps them plan with foresight, purpose and care.
Brian Rossano is among a select group of Merrill Lynch Wealth Management financial advisors who are approved as a Merrill Retirement Benefits Consultant and Equity Plan Consultant to offer consulting services to clients with complex defined-contribution investment needs. This designation required rigorous training that he draws on in working with corporate executives and benefit plan sponsors and participants.
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.
