Gregory Rosetti
Greg Rosetti, Financial Advisor, began his career with Merrill Lynch Wealth Management in 2019. His focus is to understand, plan, and assist clients with a process to help them achieve their financial goals. Merrill provides the ability for Greg to design a customized personal financial strategy for families and individuals. Greg's goal is to provide his clients with the best life possible with the resources they have.
Prior to joining Merrill, Greg worked in Manhattan for 10 years in the financial industry with an additional 3 years in the insurance industry. He earned a degree in Finance from Saint Joseph's University in 2004. He holds FINRA Series 7 and Series 66 registrations.
Greg and his wife, Brook, a guidance counselor for North Pocono High School reside in Dalton, Pa with their sons Daniel and Christopher.
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.
