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Monday, Jul 4, 2022

Leaders of Influence: Wealth Managers- Rebecca Rothstein

Rebecca Rothstein
Managing Director
Merrill Private Wealth Management

Rebecca Rothstein, managing director of Merrill Private Wealth Management, began her career in financial services in 1987 and brought her team to Merrill Lynch in 2012. She focuses on helping high-net-worth individuals, families and institutions pursue their financial goals through wealth management and tax minimization strategies and legacy planning services. She also works with corporate officers, developing liquidity and diversification strategies for concentrated stock positions. Barron’s has named Rothstein as one of the top 100 women financial advisors in America every year since it began in 2006, with the exception of 2013, when she moved from Morgan Stanley to Merrill Lynch. Rothstein is a founding member and chairwoman of the board of Daltrey/Townshend Teen Cancer America. She is also a member of the board of the Early Childhood Partial Hospitalization Program at UCLA, which helps children who have been diagnosed with autism, developmental disabilities and behavior disorders. 

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