CV

Brigita Z. Rumpeters, CFM
Vice President
Wealth Management Advisor

With almost two decades of financial experience, Brigita is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Brigita works with affluent clients, non-profit organizations and small businesses in investment management as well as wealth preservation. Drawing on her experience and Merrill Lynch's global resources, Brigita develops personalized, strategic solutions to address the complex needs of clients with substantial wealth. Together with specialists in different areas of experience, Brigita offers clients a comprehensive range of services including: portfolio management strategies; stock option analysis and retirement strategies; hedging and monetization of concentrated equity positions; life insurance analysis and funding; plus a full complement of wealthpreservation and transfer services. Brigita also offers various lending and mortgage services. Brigita works with many small businesses and non-profit organizations in helping out with cash management, investments, business lending and various types of retirement plans.

Brigita began her career with Merrill Lynch in 1989 in the Westfield, NJ office. Brigita graduated from Richard Stockton State College of NJ with a B.S in Business/Marketing. She is currently enrolled in the College for Financial Planning pursuing her Certified Financial Planner (CFP) designation.

Brigita has been on the Board of the NJ Latvian Federal Credit Union for 17 years and is the Financial Advisor for the Credit Union�s portfolio. She also is currently the Treasurer of the NY/NJ Latvian School of the Latvian Ev-Luth Church of NY.

She resides in Westfield with her husband Artis and her three children - Andrejs, Sintra and Krista.

Brigita Z. Rumpeters, CFM
Vice President
Wealth Management Advisor
Private Client Group

Merrill Lynch
530 South Ave.
Westfield, NJ 07090
908-789-4311
800-568-6196
908-838-7585 FAX
brigita_z_rumpeters@ml.com