Mandy focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue goals that matter most to them. She works with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. Mandy helps them articulate their short- and long-term goals then recommends a financial strategy aligned with what they strive to achieve. She does so while combining personalized service with the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America.
Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, you need strategies that are specific to your unique situation. Even if you're accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.
Accessible, knowledgeable and experienced, Mandy is committed to building and maintaining strong client relationships. She is passionate about what she does and brings that passion to helping every client make what may be the most important financial decisions of their lives.
Mandy has worked in the Financial Services Industry since 1993. She lives on Long Island with her husband Andy and her daughter Jacqueline. Mandy enjoys running marathons, riding horses, and spending time with her family.
Mandy Rofe strives to deliver the vast resources of one of the world's most prestigious wealth management firms while simultaneously providing clients with the personal touch service of a family office. Her aim is to assist clients with every aspect of their financial lives by taking a holistic approach to the wealth management process.
With over 30 years in the financial services industry, Mandy advises clients offering personalized strategies that address:
- Wealth Accumulation and Cash Management Strategies
- Customized Asset Allocation Models
- Strategic Portfolio Management
- Hedging and Monetization
- Refined Retirement Planning Process
- Lending Services through Bank of America, N.A.
Mandy's hands-on approach has provided clients with the advice and stability they need in an ever changing financial landscape.
Her primary goal is to become the essential lifelong resource for clients who have entrusted their financial well being to her.
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.
