PROFESSIONAL PROFILE

The Bresnahan Bosch Group at Merrill Lynch was founded with the goal of delivering the vast resources of one of the world’s most prestigious wealth management firms with all the intimacy and personal service of a boutique. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives. Our group consists of experienced professionals who take a “hands on” approach to financial guidance. We work closely with our client’s other trusted advisors, including attorneys and accountants to address our clients tax, trust, philanthropic, and estate issues- including wealth transfer strategies to truly be an “essential partner”.

Robert Bresnahan, CFP®
Financial Advisor, Vice President

With over 30 years of experience, Bob is dedicated to providing clients with an individually tailored approach to financial and investment strategies. At the heart of Bob’s philosophy is a passion to build enduring client relationships through his commitment to providing guidance and service.
Bob advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization and asset protection.
Bob holds the designation of CFP (Certified Financial Planner ™) and firmly believes continuing education is essential to serving the best interest of clients. Bob has been married for 32 years and has 3 children (2 daughters and 1 son). His oldest daughter is a special education teacher and the other 2 children are in college. Bob is a member of the The Financial Planning Association and the Porsche Club of America. He also dedicates time raising money for the New Interdisciplinary School in Yaphank which works with children from birth till school age.

Nils Bosch
Financial Advisor

Nils launched his career as a Merrill Lynch Financial Advisor in 2009 with a background in retail banking and brokerage spanning over 5 years. Nils works with a select group of high-net-worth individuals, entrepreneurs and corporate executives in the development and coordination of customized financial strategies. For the individual investor, Nils specializes in investment portfolio construction, retirement/estate planning strategies and insurance coordination. For the business owner or corporation, Nils provides solutions for short-term cash flow management, lending, and the structuring of retirement plans. With a highly effective business service model, a fundamentally sound investment discipline and unlimited access to a highly dedicated team of specialists within Merrill Lynch, Nils ensures that his clients are covered and comfortable in all aspects of their financial life. Nils resides in Long Beach and grew up in Rockville Centre while attending South Side High School. Nils graduated from Towson University in 2004 with a BS in Business Administration and a concentration in Finance.