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Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Egg Harbor Township, NJ 08234
Merrill
Institution
Roger Mussa is a Wealth Management Advisor and founding Partner at Mussa-Jayne-Weiner Wealth Management of Merrill Lynch Wealth Management. With over 20 years of industry experience beginning in 1999, he assists personal and business clients across the United States through a consultative, time-tested wealth management process. His approach addresses clients' major concerns including wealth growth and preservation, tax mitigation, estate planning, asset protection, and charitable giving. Roger and his team focus on creating unbiased financial strategies that adapt to clients' evolving needs in today's complex geopolitical, economic, and social environment.
Roger holds a Bachelor's Degree from Ramapo College of New Jersey, majoring in International Business with minors in Spanish and Italian. He has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Retirement Manager Advisor (RMA). He is actively involved with the Investments & Wealth Institute, serving on their Board of Directors and designation committees.
Beyond his professional commitments, Roger contributes to community and nonprofit organizations such as the Atlantic Cape Community College Foundation Board, Assumption Catholic Regional School Advisory Board, and has held advisory roles with the Boy Scouts of America Jersey Shore Council. He participates in Merrill's Diversity & Inclusion Committee and the Merrill Hispanic & Latino Organization. Roger lives in Galloway, NJ with his wife Megan, their three children, and their dog.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Egg Harbor Township, NJ Hingston Ave
3100 Hingston Ave
Egg Harbor Township NJ 08234
Advisors at this office
25
New Jersey · Texas
27 years of industry experience
BANK of AMERICA, N.A.
2016 - Present • 10 years
Egg Harbor Township, NJ
Merrill
2016 - Present • 10 years
Egg Harbor Township, NJ
UBS Financial Services
2010 - 2016 • 6 years
Northfield, NJ
Morgan Stanley
2009 - 2010 • 1 year
Northfield, NJ
Morgan Stanley & Co. LLC
2008 - 2009 • 1 year
Northfield, NJ
Wells Fargo Clearing
2003 - 2008 • 5 years
NJ
Prudential Equity Group, LLC
2002 - 2003 • 1 year
Paramus, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
Book time directly with this advisor
Series 63, Series 66, Series 7
Linwood, NJ
Anchor Financial
Mary Gilbert is a Wealth Manager with Anchor Financial/ Raymond James Financial Services Advisors, Inc. in Linwood, NJ, holding a Series 7, Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at UBS Financial Services for 10 years, Merrill Lynch for 17 years and is a partner in Beacon Holdings LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to various managed account options and institutional resources.
CFP®, Series 63, Series 65
Margate City, NJ
Concierge Financial Planning, LLC
Ann Minnium is a CFP® professional with 17 years of experience, currently operating as the sole advisor at Concierge Financial Planning, LLC since 2009. Her background includes long-term involvement with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC offers fee-only financial planning and advisory services primarily for individuals, families, trusts, small businesses, and charitable organizations, with a focus on clients aged 50 and older or those nearing retirement. The firm provides written analyses and specific investment recommendations without managing client accounts, employing a mix of fundamental, technical, and cyclical analysis and favoring low-cost, tax-efficient mutual funds and ETFs.
Series 65
Linwood, NJ
Vici Advisors LLC
James Hammerstedt Jr. is a financial advisor at Vici Advisors LLC with a Series 65 designation and one year of industry experience. He has held roles in various business ventures, including GaudHammer Gaming Group, Inc, Archerview, LLC, and Fabietti, Hale, Hammerstedt, & Powers, P.A. since 2021. Vici Advisors LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing financial planning and a selection-of-other-advisers model rather than direct portfolio management. The firm refers clients to third-party advisers for investment implementation and offers standalone financial planning without ongoing reporting by default.
CFP®, Series 63, Series 65
Somers Point, NJ
RockCrest Financial LLC
Steven Boorstein is a CFP® professional with 27 years of experience in the financial industry. He has been with RockCrest Financial LLC since 2016 and is also a principal of Nomad Rx LLC, a company involved in real estate management and publishing. His background includes healthcare services at Kennedy Memorial Hospital/Jefferson Health and independent insurance work. RockCrest Financial LLC is a fiduciary-registered advisory firm serving individual clients, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive flat-fee financial planning that integrates investment management.
CFP®, Series 63
Ocean City, NJ
Focus Wealth Advisors LLC
Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.
CFP®, Series 65
Somers Point, NJ
RockCrest Financial LLC
Aiden Boorstein is a CFP®-certified financial advisor at RockCrest Financial LLC with two years of industry experience. Before joining RockCrest in 2023, he was self-employed and worked in the gig economy with GrubHub and DoorDash. RockCrest Financial serves individuals, families, trusts, and selected business and charitable entities, including high-net-worth clients, offering flat-fee comprehensive financial planning combined with investment management and specialized consulting on private real estate investments. The firm emphasizes a values-based planning approach with coordination of professional advisors and delivers discretionary portfolio management as part of bundled planning services.
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