Michael Nussbaum's Linkedin Analytics

After a decade at LinkedIn and at IBM, I joined Merrill Lynch Wealth Management in 2024 as a Financial Advisor at The Nussbaum-Romatzick Group, a practice that was started by my grandfather in the 1970s and is now led by my father, Steve. My mission is to help high-achieving clients find confidence in managing their finances. I start by deeply understanding their current situation and goals, then building a tailored plan to their needs, and ensuring we understand what levers we can pull to adjust the plan over time. I value not just the results we achieve but also how we achieve them, creating collaborations based on trust and open communication. I focus on crafting personalized financial plans for executives and entrepreneurs in Technology, Professional Services, Media, and Finance. My experiences at LinkedIn and IBM helps me understand the unique challenges in these industries, and I'm committed to helping you achieve financial freedom. I'm also passionate about helping clients prepare for transferring wealth to the next generation. Outside of work, I'm a health and wellness enthusiast, aspiring marathoner, powerlifter, basketball player, and Padel advocate. If you're looking for a dedicated guide for your financial journey, send me a DM or email at michael.j.nussbaum@ml.com.