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Timothy Rossi

Financial Advisor

Timothy Rossi is a seasoned financial professional with over 15 years of experience in financial and operational roles.

He is currently a Financial Advisor at Merrill Lynch Wealth Management, where he utilizes the powerful research expertise and banking capabilities to enhance customer satisfaction.

In his previous roles, Timothy served as the President and Chief Investment Officer at First Tracks LLC and as the Chief Operating Officer at an antenna design and manufacturing company.

Timothy Rossi holds a Master's degree from Harvard University, with a focus on Finance and General Management, as well as a Bachelor's degree from High Point University.

He is dedicated to helping successful individuals and organizations by offering personalized financial services that simplify their lives and add value.

Timothy Rossi is passionate about challenging the status quo in the financial industry and creating beautifully designed, tailored financial plans for his clients.

In addition to his professional achievements, Timothy enjoys teaching his kids sports and music, skiing in Steamboat Springs, CO, and playing golf whenever he finds the time.

Timothy Rossi
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Location

Greater Philadelphia