John Rotando
Managing Director

John G. Rotando is a Managing Director at Merritt Point Wealth Advisors in Old Greenwich, CT. John began his career as a Financial Advisor in 1990 soon after graduating from The College of William and Mary where he earned a B.A. in Economics while competing as a member of the Tribe’s baseball team. John hails from Yorktown Heights, NY and today resides with his wife, in Cold Spring, NY.

John commenced his career and obtained his initial securities registrations in 1990 (FINRA Series 7 & 63 registrations) while employed at Robert Thomas Securities. While at Paine Webber & UBS, he earned additional securities registrations in the FINRA Series 8 and 65.

John has formed a team intent on delivering a great client experience. Today at Merritt Point, he and his colleague, Managing Director John Pasacreta along with their Senior Associates, Nancy Meade and Sandra Kapfer, utilize the full capabilities of their team to provide every client with a comprehensive and customized plan designed for their specific goals and objectives.

Combining a solid educational background and over 30 years of experience, John feels well equipped to advise his clients in today’s market environment. His patience, seasoned listening skills and generally pensive nature define John’s manner in working with his clients. He and his colleague John Pasacreta draw from a wealth of experience (over 60 years combined) to formulate team produced solutions for their clientele.

The team advises on areas of investment planning, including: Investment, Education, Insurance, and Retirement for individuals, families, and businesses. Products and services include: municipal bonds, separately managed accounts, equity and fixed income securities, mutual funds, unit investment trusts, option strategies, annuities, life insurance, alternative investments, and additionally you have access to lending and banking services through Wells Fargo affiliates.

Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.