Broker Check

Team

Our purpose is to learn the story of you and your unique finances

Meet Our Team

Gary Melnick, CLU, ChFC

443-921-9993 Ex.213

gary@melnickrosenbaum.com

Gary specializes in personalized retirement and works with clients on their estate planning needs, in addition to employee benefit planning for small/medium businesses and professional markets. As a financial professional and benefits...

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Brian Rosenbaum, CFP

443-921-9993 Ex.206

brian@melnickrosenbaum.com

As a Certified Financial PlannerTM, Brian Rosenbaum specializes in portfolio design and customized retirement income distribution strategies. In addition to investment planning, Brian works to help clients understand their personal...

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Kia Allen

New Business Operations

410-928-4205

410-842-1120

kia@melnickrosenbaum.com

Kia is the Director of New Business Operations for Melnick Rosenbaum Wealth Management. She primarily focuses on establishing relationships with clients and processing all new business. In addition, Kia helps contribute...

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Stephanie Wade

Health Insurance Account Manager

443-921-9993

Stephanie@melnickhealthins.com

Stephanie implements new business and service renewals. She also assist clients with questions pertaining to their health coverage, billing, and general service matters. Before joining Melnick Rosenbaum, Stephanie was a dedicated...

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Cici Chen

Securities Processing and Customer Service Administrator

Cici Chen joined Melnick Rosenbaum Wealth Management (MRWM) in 2022 as a SecuritiesProcessing and Customer Service Administrator and brings with her over 11 years of financialservices experience to the team. Cici is a customer-centric...

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