Michael J. Rotay
Senior Financial Advisor
First Vice President
Michael Rotay has been with Merrill Lynch since 1996. Michael advises his clients with all aspects of their financial planning needs, assisting high net worth individuals in developing long term financial solutions, 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 is a recipient of the “Five Star Wealth Manager Award” for 2009, 2010 and 2011 voted on by Philadelphia Magazine as one of the top wealth managers in Philadelphia. He is also a Chartered Retirement Planning Counselor. Michael resides in Skippack with his wife, Joelle and their three children, Jocelyn, Mackenzie and Jacob.
Michael A. Paolone
Senior Vice President-Investments
With over 24 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.
Kristin Myers has been providing financial and client relationship support since 2006. Kristin graduated cum laude with a Bachelor of Arts in Communications from Temple University. She joined Merrill Lynch in November 2011 as a Client Associate after spending five years working in the charitable giving sector of the financial services industry.
Mary Hain has been providing financial and client relationship support at Merrill Lynch for over ten years. Within the team, Mary is responsible for inputting and updating all client data as well as client relationship management. Mary 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