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530 SOUTH AVENUEWESTFIELD,
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Financial Advisor
Assistant Vice President
Registered Client Associate
Welcome! The Rehrer Group has been delivering financial advice and wealth management services to corporate executives, business owners and non-profit organizations for more than 57 combined years. Our clients are comprised of a limited number of affluent families who value our disciplined approach. We insist on a full understanding of each client's circumstances and goals. We endeavor to establish deep and valued trust relationships with each client to truly learn their needs and aspirations. Each client can expect to receive personalized advice and guidance and access to our team of specialists. We expect clients to apprise us of any significant personal or financial developments that might affect their goals. We provide periodic updates on client portfolios. We meet regularly with clients to update their overall strategy. We pro-actively present market opportunities and communicate regularly with clients. What We Offer- Customized strategies that:1.) Create and grow wealth2.) Protect and preserve wealth3.) Plan for the distribution of wealth during life in the most tax-advantaged way4.) Plan for the distribution of wealth at death in the most tax-advantaged way.
Team Member Profiles-David H. Rehrer, CFP® CRPC® - Wealth Management AdvisorDavid is a Senior Vice President -Wealth Management ,Wealth Management Advisor and joined Merrill Lynch in 1983. He serves as a Portfolio Manager for Merrill Lynch's Personal Investment Advisory ® Program. David provides wisdom and insight to lead the team in asset management strategy, portfolio construction, and implementation . Our practice is based on fee based wealth management strategies using private money managers, mutual funds, and PIA. This approach allows us to focus on providing ongoing client education, communication and service.We explore multiple asset allocation strategies based on your long term goals and comfort level. Periodic adjustments to portfolios are made based on changes in market outlook and client circumstances. We focus on indentifying what is required to achieve your goals with your well being in mind. Most new clients are referred by current clients.David graduated with a BS in Chemical Engineering from Drexel University and an MBA in International Business at the Stern School of Business at NYU. In 1998, David achieved the Certified Financial Planner ™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a member of the Financial Planning Association.Dave and his wife Patricia reside in Westfield and enjoy spending time with their 3 granchildren at the Jersey shore. Dave enjoys golf.Hank Rehrer, CRPC® - Assistant Vice President Hank joined Merrill Lynch in 2003. Hank's philosophy is centered around each client's goals and objectives. Hank develops wealth management strategies for both assets and liabilities. Hank develops the periodic portfolio reviews for each client. Hank implements portfolio recommendations for the team. Hank graduated with a Marketing degree from Drexel University. Hank coaches sports for his daughter Grace. Hank and his wife reside in Fanwood and enjoys golf and gardening.Karen Tiedemann, - Senior Registered Client Associate Karen began her career at the Merrill Lynch headquarters after graduating from Siena College in 1999 with a Bachelor of Science degree in Finance. Karen manages all administrative and client services for the Rehrer Group. Karen lives in Scotch Plains, NJ with her husband and three children. She enjoys running, cooking and entertaining for family and friends.
David Rehrer is registered to do business in : AZ, CA, CO, DE, FL, ID, IL, MA, ME, MI, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WY
Hank Rehrer is registered to do business in : CA, CO, DE, FL, MA, ME, MI, MS, NC, NJ, NM, NY, PA, SC, VA, 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:
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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.