Brigita Z. Rumpeters, CRPC™
First Vice President
Wealth Management Advisor
With over 25 years of financial experience with Merrill Lynch Wealth Management, Brigita is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Brigita works with affluent clients, non-profit organizations and small businesses in investment management as well as wealth preservation. Drawing on her experience and Merrill's global resources, Brigita develops personalized strategies to address the complex needs of clients with substantial wealth that address their risk tolerance, time horizon, liquidity needs and overall investment goals. Together with specialists in different areas of expertise, Brigita offers clients an extensive platform of services including: portfolio management strategies; stock option analysis and retirement strategies; hedging and monetization of concentrated equity positions; life insurance analysis and funding; plus a full complement of wealth preservation and transfer services. Brigita also offers various lending and home financing options through Bank of America, N.A. Brigita works with many small businesses and non-profit organizations in helping out with cash management, investments, business lending and various types of retirement plans.
Brigita acquired her CRPC™ designation - Chartered Retirement Planning Counselor™ - giving her more depth and breadth in the area of retirement planning for her clients.
She has received her CPFATM designation, Certfied Fiduciary Plan Advisor, and focuses on business retirement plans, 401Ks.
Brigita began her career with Merrill Lynch Wealth Management in 1989 in the Westfield, NJ office. Brigita graduated from Richard Stockton State College of NJ with a B.S in Business/Marketing. She resides in Westfield with her husband Artis and her three children- Andrejs, Sintra and Krista.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
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.
