RM Associates
RM Associates core objective is to help clients across the nation simplify the complexities of their financial lives. Skilled problem-solvers, the team’s professionals bring both analytical and life skills to each client’s situation, helping individuals, families, and businesses pursue their goals more efficiently.
With offices in Texas and New Jersey, the team travels regularly to clients and their family members, conducting face-to-face meetings to stay apprised of evolving priorities and needs.
The teams advisors combine an understanding of dynamic economic conditions with sound planning and investment principles, helping clients pursue the lives and legacies they envision for themselves and their loved ones.
Prior to joining Merrill Lynch Wealth Management, Frank and Glenn enjoyed successful careers in the electronics industry and Joseph was a media executive. The team’s complementary skills and background help them unwind complex financial issues while staying mindful of each client’s unique circumstances.
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.
CFP®, CPFA™, 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.
