Bank of America Coronavirus Resource Center See details
Default Image

JERSEY CITY, NJ

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

About Us

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Mark L Rosalimsky,

CPFA,

CLU

Vice President

Senior Financial Advisor

Roger Relucio,

CFP,

CRPC

Senior Vice President

Senior Financial Advisor

Patricia M Barksdale,

CRPC

Vice President

Wealth Management Advisor

Aixa Robinson,

CRPC

Vice President

Resident Director

Pasqualino Ruffa,

CRPC

Assistant Vice President

Senior Financial Advisor

Rajeev T Chellapilla

Senior Vice President

Senior Financial Advisor

Office Team

Aixa Robinson| Resident Director| Vice President

CRPC

Aixa Robinson is the Resident Director of the Jersey City branch, and performs a dual function as financial advisor and team leader. Aixa works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance management activities— such as helping to ensure communication and coordination with the local Office Management Team.

Nathan Smith| Resident Director Assistant

Nate joined the Jersey City Merrill office in June of 2019 as a Client Associate and Resident Director Assistant. He is a graduate of Fairleigh Dickinson University with a Bachelor of Science in Finance, minoring in Wealth Management Advisory. His personal pursuits include a love of travel, stemming from his time studying abroad in Bergamo Italy

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Events

Attend one of our upcoming events

Fireside Chat Featuring Doris Kearns Goodwin

Sept 24th, 2020 | 4:30PM-5:30PM EDT

This virtual meeting will feature Doris Kearns Goodwin who is a Pulitzer Prize-winning author and presidential historian. Goodwin brings history alive with an uncanny sense for detail and a master storyteller’s grasp of drama and depth as she examines the leadership triumphs, trials and tribulations of the men and women who have shaped this nation, culled from her lifetime examination of the U.S. presidency.

 

This virtual meeting will feature Doris Kearns Goodwin who is a Pulitzer Prize-winning author and presidential historian. Goodwin brings history alive with an uncanny sense for detail and a master storyteller’s grasp of drama and depth as she examines the leadership triumphs, trials and tribulations of the men and women who have shaped this nation, culled from her lifetime examination of the U.S. presidency.

 

RSVP OnlineCall to reserve

College in the Midst of Coronavirus

Oct 1st, 2020 | 4:30PM-5:30PM EDT

This virtual meeting will feature an insightful conversation with Alyse Levine, the Founder and Chief Executive Officer of Premium Prep. Ms. Levine is an expert in college counseling and will advise parents on what their children’s landscape of college will look like in the midst of Coronavirus.  A question & answer session will follow the discussion.

This virtual meeting will feature an insightful conversation with Alyse Levine, the Founder and Chief Executive Officer of Premium Prep. Ms. Levine is an expert in college counseling and will advise parents on what their children’s landscape of college will look like in the midst of Coronavirus.  A question & answer session will follow the discussion.

RSVP OnlineCall to reserve

Women's Mini-Series

Sept 29th, 2020 | 2:00PM-3:00PM EDT

Three individual webcast programs feature Soledad O’Brien as moderator, with a diverse panel of experts discussing issues and concerns that are top-of-mind for women, offering important guidance and tips. Topics include Caregiving in the Age of Covid, Finding Purpose & Staying Connected in a Disconnected World, and A Century of Progress: The Road to Gender Equity.

 

Three individual webcast programs feature Soledad O’Brien as moderator, with a diverse panel of experts discussing issues and concerns that are top-of-mind for women, offering important guidance and tips. Topics include Caregiving in the Age of Covid, Finding Purpose & Staying Connected in a Disconnected World, and A Century of Progress: The Road to Gender Equity.

 

RSVP OnlineCall to reserve

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management