Financial Advisor, Merrill Lynch

Michael J Rotay

Senior Financial Advisor

First Vice President-Wealth Management


TWO BALA CYNWYD PLAZA
BALA CYNWYD, PA 19004

Phone: (610) 6686144
Email:

Directions to Branch

PROFESSIONAL STAFF

Ryan O. Miller (610) 668-6130 Registered Client Associate View Profile
Sharina M. Webb (610) 668-6102 Registered Client Associate View Profile

PROFESSIONAL PROFILE

Michael J. Rotay
Senior Financial Advisor
First Vice President- Wealth Management


Michael Rotay has been with Merrill Lynch since 1996. Michael advises his 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. Paolone
Senior Financial Advisor
Senior Vice President- Wealth Management


With 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. Miller
Registered Client Associate

Ryan Miller joined Merrill Lynch in 2012 and joined The Paolone-Rotay group in 2013. 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. Within the group, Ryan is responsible for client contact, online set up for new and existing clients, transitioning of assets to Merrill Lynch, and general relationship management.

Ryan is fully licensed to provide advice and accept trades, and holds a Chartered Retirement Planning Counselor(sm), CRPC® designation.


Sharina M. Webb
Registered Client Associate

Sharina 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.

Loading Map...Loading MapQuest

Michael Rotay is registered to do business in:AR, AZ, CA, CO, DE, FL, KS, MA, MD, ME, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, WA, WI

Reporting available on FA.COM Set-Up Tool
42286FFD (JCF*******803)