PROFESSIONAL PROFILE
Kimberly R. Roth, CFM ®, Assistant Vice President and Senior Financial Advisor, and Sue Monk, Registered Client Associate, work together with their clients as a trusted and essential partner. Our mission is to help you create and carry out an individually tailored approach to investing and personal wealth management.
Our team will help you develop a wealth management plan designed personally for you based around your expectations and long term goals. We partner with Merrill Lynch Wealth Management Specialists and offer you a wide range of services including portfolio management, retirement planning, life insurance analysis and funding, plus wealth preservation and transfer services. With the focus on your total wealth management needs, we work closely with your other family advisors, including attorneys and accountants, when appropriate.
The RM Group is committed to providing you with the highest level of service that our clients expect from Merrill Lynch and their financial advisor.