Rosa Campa Hearne, CIMA^®, Senior Vice President and Wealth Management Advisor, joined Merrill in 1977. In 2003, after completing the educational component at the Wharton School of the University of Pennsylvania, and after passing a comprehensive exam, she was awarded the CIMA^® designation by the Investments & Wealth Institute^™. In 2006, Rosa also earned the Chartered Retirement Planning Counselor^TM designation from the College of Financial Planning Institutes Corp.

As a Wealth Management Advisor, Rosa concentrates on assisting high net worth individuals, small businesses, foundations, and retirees determine their goals and risk tolerance. When focusing on estate planning issues, Rosa teams with clients and their other professional advisors such as CPAs and attorneys, in developing a a team approach to long term planning. She also serves as a regional coordinator for information serving the Special Needs Trust community.

Rosa lives in Monmouth County, New Jersey, with her husband and two growing boys. Born in Havana, Cuba, but raised in Flushing, New York, she attended the LaGuarda High School of Music and Art in Manhattan. She studied at Harpur College at SUNY Binghampton, where she graduated in 1977 with a double major in History and Music. Rosa practices hot yoga, enjoys skiing and golf, and most recently took up the sport of fencing to understand her youngest son's chosen sport, qualifying as a referee in 2009. In 2016 she was elevated to the Executive Committe of the NJ Division of the US Fencing Association, after serving on the Tournament Committee for several years. She also serves on the Board of Fencing in the Schools.

Locally, Rosa supports the United way of Monmouth and Ocean County. She serves on the Board of the Central Jersey Fencing Foundation, where she chairs the Volunteer Committee.

|To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com