Rosa Campa Hearne
Senior Vice President, Wealth Management Advisor
1 Deforest Ave
Summit NJ 07901
(908) 522.3312
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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 CounselorTM 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

Recognition
Forbes "Best-in-State Wealth Advisors", 2023-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Rosa Campa Hearne is registered to do business in CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA.