Mark Rosalimsky

Vice President, Senior Financial Advisor

50 Chestnut Ridge Road
Montvale, NJ 07645
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We focus on the wealth management needs of individuals as well as the investment, fiduciary responsibility and qualified retirement plan needs of small business.  We work closely with clients in crafting customized strategies to help them pursue their goals.

Mark has been in the financial services industry since 1984. His approach to wealth management is holistic in that he offers advice and guidance on all aspects of a client's financial affairs. He views the process as collaborative and educational and is committed to frequent client communication and the highest standards of service.

Mark works with a team of specialists and leverages the full strength and resources of the firm in order to serve clients in often highly complex matters.

In addition to providing personalized investment advice, Mark has extensive experience and acumen relating to insurance as well as small business 401k and pension plan design.    Mark has earned the CLU® professional designation.

Mark graduated from the State University of New York at Binghamton with a Bachelor of Arts in Economics. He lives in Northern New Jersey and is active in his community. Mark has served on various Boards and Committees of local schools and synagogues. He is an avid history buff and long distance runner and has completed three marathons. He has also enjoyed coaching his children's baseball, basketball and soccer teams.
Community involvement is an integral part of Mark's interaction with clients and the communities in which he serves. He has been enthusiastically involved with volunteering and fundraising for various organizations.

Meet Our Professional Staff
Nathan Smith
Officer, Registered Wealth Management Client Associate
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.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Janet Oleary
Employee Benefits Specialist
Bank of America, N.A.
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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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Mark Rosalimsky is registered to do business in AZ, CA, CT, DC, FL, MD, MN, NC, NJ, NV, NY, OH, OR, PA, TX, VA.