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530 SOUTH AVENUEWESTFIELD,
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Wealth Management Advisor
Senior Vice President-Wealth Management
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 60 combined years. The clients we serve 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.) 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 is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. David provides wisdom and insight to lead the team in asset management strategy, portfolio construction, and implementation . Our Group offers wealth management strategies using private money managers, mutual funds, and individual securities. 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™ certification 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® - Vice President, Senior Financial Advisor 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, - 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.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
David Rehrer is registered to do business in : AZ, CA, CO, DE, FL, ID, MA, MD, 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 : AZ, CA, CO, DE, FL, MA, MD, ME, MI, MS, NC, NJ, NM, NY, PA, SC, VA, WA
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