Rose’s experience as a financial advisor dates to 2004, when the Bernardo team began to take shape at Merrill Lynch through a seamless blend of her father’s expertise and Rose’s drive for excellence in financial planning. Selected to membership in Merrill’s Executive Club is 2007, Rose enjoys combining her strong knowledge of finance with her personal dedication to helping clients achieve their goals. As a Certified Financial Planner^® practitioner, she strives to take the time to develop and nurture personal relationships, understanding clients’ goals in order to formulate a plan designed to address each area of risk, and ultimately achieve those goals together.

A resident of Lederach, Pennsylvania, Rose earned her degree from Pennsylvania State University with a Bachelor of Science degree in industrial/organizational psychology and business. When not working, Rose enjoys spending time with her husband, Dan, and children, Anthony and Madeline, and participating with family and friends in activities she loves such as entertaining, cooking and traveling.