RM Associates

Merrill Lynch Wealth Management
1 Deforest Ave
Summit, NJ 07901
(908) 522-3333
Learn more about an advisor's background on
Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
RM Associates
Merrill Lynch Wealth Management
Welcome

The team has a singular objective: to help clients simplify the complexities of their financial lives. Experienced problem-solvers, the team's professionals bring both analytical and life skills to each client's situation, helping individuals, families and businesses pursue their goals. The team's complimentary skills and diverse background help unwind complex financial issues while accommodating each client's unique circumstances and priorities. Advisors' main offices are in New Jersey and Texas. They do however serve clients throughout the United States and travel nationally to meet clients in person.



The team begins each relationship by assessing multiple aspects of a client's financial life: assets and liabilities, financial goals and related cash-flow needs, as well as wealth transfer objectives. Advisors then devise detailed strategies to help meet these objectives. The client's path to pursuing goals is consistently reviewed and adjustments are made if necessary. The team relies on a disciplined process for enacting investment strategies; advisors' methodology is grounded in research, analysis and painstaking implementation.

Most importantly, the team's values are reflected in its relationships. YOU - the CLIENT - are the most valuable relationship. RM Associates is committed to providing you with an expertise that is based upon trust, understanding, and competence.
Videos
Supporting your future
Recognition
Glenn May
Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
RM 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
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.


DEPTH:
The team's advisors begin each relationship by assessing multiple aspects of each client's situation: assets and liabilities, retirement goals, cash-flow needs, and wealth transfer objectives. They then devise a detailed long-term investment strategy to address these goals and leverage possible efficiencies. "We bring a tax-sensitive approach that integrates my perspective as a CFP® practitioner. We know the value of a thorough blueprint for moving forward," says Frank.

Meet Our Team
Frank A Robertazzi,

CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
908.522.3333
Glenn May,

CFP®

Vice President, Wealth Management Advisor
469.294.7951
David Biunno,

CRPC™

Assistant Vice President, Senior Financial Advisor
908.522.3347
Janna Rosenberg,

CPFA™

First Vice President, Senior Financial Advisor
908.522.3353
Margot A O'Neill
Assistant Vice President, Wealth Management Associate
908.522.3356
Brett Bernstein,

AAMS™

Registered Wealth Management Client Associate
908.522.3352
Erisa Bida
Registered Wealth Management Client Associate
908.522.3359
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.
Michael K Costo
Retirement Specialist
Natalie De La Calle
Alternative Investments Regional Specialist
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.