It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
Senior Financial AdvisorSenior Vice President - Wealth ManagementTWO BALA CYNWYD PLAZABALA CYNWYD,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Reg Senior Client Associate
Registered Client Associate
Senior Financial Advisor
Michael J. RotaySenior Financial AdvisorSenior Vice President- Wealth ManagementMichael Rotay has been with Merrill Lynch 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 CounselorSM designation. Michael resides in Skippack with his wife, Joelle and their three children, Jocelyn, Mackenzie and Jacob.
Michael A. PaoloneSenior Financial AdvisorSenior Vice President- Wealth ManagementWith over 25 years of experience, Michael Paolone is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. At the heart of Michael’s philosophy is a desire to build enduring client relationships through his commitment to providing outstanding guidance and service to high net worth individuals.Sharina M. MackRegistered Senior Client AssociateSharina Mack joined Merrill Lynch in 2012 as a registered client associate. She spent a little over 5 years in the Operations sector of the financial industry providing support and customer service. Sharina graduated from Villanova University in 2010 with a Bachelor of Science in Economics and a Bachelor of Business Administration in Finance. Within The Rotay Group, Sharina is responsible for inputting and updating all client data as well as client relationship management. Sharina is proficient in all of the Merrill Lynch computer based systems as it pertains to executing client requests as well as funds transfers and cash flow management. Lauren HickeyRegistered Client AssociateLauren Hickey joined Merrill Lynch in 2015. Before joining Merrill she worked for two years as a Registered Sales Assistant with Boenning & Scattergood, INC. Lauren graduated from DeSales University in 2012 with dual Bachelor of Science degrees in Accounting and Finance. Within the group, Lauren is responsible for client contact, online set up for new and existing clients, transitioning of assets to Merrill Lynch, and general relationship management.* CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Michael Rotay is registered to do business in : AR, AZ, CA, CO, DE, FL, GA, KS, MA, MD, ME, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
Michael Paolone is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MI, NC, NJ, NY, OH, OK, PA, SC, TX, VA, VT, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.