Merrill Lynch Private Wealth Advisor Adam Rosenfeld

Located at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service.

Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.

The team at The Rosenfeld Group offers strategies designed to help clients achieve their goals, including liquidity and cash flow management, asset allocation, risk management, tax minimization, and charitable giving strategies. The Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals.

Merrill Private Wealth Management provides a powerful and personal experience for clients of substantial means. The dedicated team of specialists works with a limited number of clients to focus on simplifying personal and business finances and preparing for the next generation. The firm combines the personalized attention of a smaller firm with the insights of a global financial institution to create tailored financial strategies.

As a client of The Rosenfeld Group, you can expect personalized attention and goals-based financial strategies designed to meet your evolving needs. The team works in your best interests to provide the latest investment insights, tips, and strategies to help you live your best financial life. Merrill does not provide legal, tax, or accounting advice and recommends consulting with your advisors before making financial decisions.