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Senior Financial AdvisorSenior Vice President - Wealth ManagementTWO BALA CYNWYD PLAZABALA CYNWYD,
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 protecting 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(sm) 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.Ryan O. MillerFinancial Advisor Ryan Miller joined Merrill Lynch in 2012. Ryan received his Bachelors degree in Science from the University of Delaware in 2004 & then went on to earn an advanced Business degree from Villanova University. Ryan is fully licensed to provide advice and accept trades, and holds a Chartered Retirement Planning Counselor(sm), CRPC® designation. Sharina M. WebbRegistered Client AssociateSharina Webb 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. She also holds full financial registration licensing allowing for order entry.Lauren HickeyClient 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 Counselor 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, MA, MD, ME, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VI, WA, WI
Michael Paolone is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MI, NC, NH, NJ, NY, OH, OK, PA, SC, TX, UT, VT, WA
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