John Rotando Email & Phone Number
Managing Director @ Merritt Point Wealth Advisors
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John Rotando Location
- Greenwich, CT, US
John Rotando Work
- 2026 -now Managing Director @
- 2016 -2026 Senior Financial Advisor @
- 2009 -2016 Senior Financial Advisor @
- 2004 -2009 Senior Vice President and Financial Advisor @ Bank of America Investment Services
- 2003 -2004 Financial Advisor @
- 2001 -2003 Financial Advisor @ UBS PaineWebber
- 1994 -2001 Financial Advisor @
- 1990 -1994 Financial Advisor @ Robert Thomas Securities
John Rotando Skills
- Retirement Planning
- Mutual Funds
- Financial Advisory
- Series 7
- Life Insurance
- Portfolio Management
- Financial Planning
- Retirement
John Rotando Summary
- John Rotando, based in Greenwich, CT, US, is currently a Managing Director at Merritt Point Wealth Advisors. John Rotando brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, Bank of America Investment Services and UBS Wealth Management. With a robust skill set that includes Retirement Planning, Mutual Funds, Financial Advisory, Series 7, Life Insurance and more. John Rotando has 1 mobile phone numbers on RocketReach.
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Top Merritt Point Wealth Advisors Employees
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Ted Youngling
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Michelle D'Ambrosio
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Laci Carpenos
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Roberta Anderson
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