Sarah Rosenthal
Financial Advisor, Senior Portfolio Advisor
11333 McCormick Rd
Hunt Valley, MD 21031
410.527.7789
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

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

After almost 25 years away from the Financial Services Industry running a business, I returned to fulfil my passion for helping women, business owners, and Gen X families, understand their finances and grow them to create generational wealth. I get great satisfaction knowing that the advice I give can help others to live their dreams and provide security for their families.

When we work together, we are a team, and I will listen to you without judgement, to help you make the best decisions for you, your family, and your business or career.

About Me
Focus On – Individuals, Families, and Small Businesses

I believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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Andrew Piet
Wealth Management Banking Specialist
Merrill
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Carolyn F. Grant-Suttie
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652345
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Brian Canuel
Structured Credit Executive
Bank of America, N.A.
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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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Sarah Rosenthal is registered to do business in DC, DE, FL, MD, NJ, NY, PA, TX, VA, WV.