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John Rotando Location
Greenwich, CT, US
John Rotando Work
Managing Director @ (March 2026 - Present)
Senior Financial Advisor @ (April 2016 - March 2026)
Senior Financial Advisor @ (April 2009 - April 2016)
Senior Vice President and Financial Advisor @ Bank of America Investment Services (March 2004 - March 2009)
Financial Advisor @ (January 2003 - March 2004)
Financial Advisor @ UBS PaineWebber (January 2001 - January 2003)
Financial Advisor @ (July 1994 - January 2001)
Financial Advisor @ Robert Thomas Securities (August 1990 - July 1994)
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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