Michael Rotay has been with Merrill Lynch Wealth Management since 1996. Michael advises clients with all aspects of their wealth management needs. This includes assisting high net worth individuals in developing long term financial strategies, providing investment recommendations based on their specific needs and goals and preserving their financial assets for retirement.
Michael received a Bachelor of Arts in Economics from Johns Hopkins University. He also holds a Chartered Retirement Planning Counselor designation. Michael resides in Skippack with his wife, Joelle and their three children, Jocelyn, Mackenzie and Jacob.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
CFP®, CRPC™
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.
