Michelle Bartosik
Wealth Management Specialist, Vice President at Merrill Lynch
Based in Flemington, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Flemington
Industry
Financial Services
Company size
35K
Contact information
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m•••••••@ml.com
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Background
About Michelle Bartosik
I joined Merrill Lynch Wealth Management in 2006. My approach to wealth management is consultative, with a priority on mutually establishing the client's personalized financial goals and objectives. I focus on educating clients while helping them formulate financial priorities that fit their individual circumstances and family dynamics. I play a significant role in coordinating the review and execution of portfolios. I communicate regularly with clients and aim to enhance client satisfaction. I hold the Chartered Retirement Planning Counselor™, CRPC™ designation awarded by the College for Financial Planning Institutes Corp. I am a graduate of Pennsylvania State University with a Bachelor's degree in General Science and a minor in business. I also received a full scholarship for gymnastics. I live in Flemington, New Jersey, with my husband, Adam, and my two daughters, Mia and Leila.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
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