The Rothman Adler Group

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
(212) 284-5590
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The Rothman Adler Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Rothman Adler Group
Merrill Lynch Wealth Management
Welcome

When it comes to client service, we take a hands-on approach to overseeing your financial strategy. We help track your account, review, meet and update on a regular basis, based on your schedule and needs. Our experienced client service team can be relied upon for a host of financial and administrative needs. Our detailed service model helps ensure consistent communication and full transparency.

Recognition
Robert Rothman
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Rothman Adler Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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.

Meet Our Team
Robert Rothman,

CFP®

Managing Director, Wealth Management Advisor
212.284.5590
Joshua Adler
Managing Director, Wealth Management Advisor
212.284.5591
Alexander Fokides,

CFP®

Senior Vice President, Wealth Management Advisor
212.284.5592
Spencer Cohen,

CFP®

Officer, Wealth Management Specialist
212.284.5594
Megan Singh
Officer, Wealth Management Client Associate
212.284.5595
Bruno Zinn,

CFP®

Financial Advisor
212.284.5593
Thomas Minafra
Wealth Management Client Associate
212.284.5598
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.
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Wydayessi Urquiza
Wealth Management Banking Specialist
Merrill
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David Schlansky
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #247463
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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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.