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Rumana T

Series 66

Wheaton, MD

Merrill

Rumana Tarin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping affluent individuals and families with services including corporate executive support, education planning, equity compensation, family wealth management, legacy planning, liquidity management, personal retirement planning, small business strategies, special needs planning, and tax minimization. Rumana holds a Bachelor's Degree from Stony Brook University and an Associate's Degree from Briarcliffe College. She has also completed advanced financial planning coursework at the College for Financial Planning. Her professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Certified Plan Fiduciary Advisor® (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) certifications. She is a member of the Bank of America Long Island Regional Council. Rumana is actively involved in the special needs community through her work with Autism Speaks. She brings her fluency in English, Persian, and Spanish to her practice. Outside of work, Rumana enjoys music, fitness, traveling, reading, and spending time with her family.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Planning for children with special needs Founder/Business Owner Executive
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