Ms. Rozlyn L. Anderson This is Me

Education

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1. 1. Peace Games

   www.peacegames.org/About_staff - [Cached]

   Published on: 7/3/2008   Last Visited: 7/3/2008

   Rozlyn Anderson: Ms. Anderson is the Director of Wealth Advisory Services at Merrill Lynch Private Banking and Investment Group.Ms. Anderson is a resident of Montclair, N.J.This is her fifth year on the board.Committees: Planned giving.

2. 2. Merrill Lynch - Products & Planning - /publish/marketing_centers/articles/eps_article_EP028/0,,,00.html

   askmerrill.ml.com/publish/mark - [Cached]

   Published on: 1/12/2008   Last Visited: 1/12/2008

   "It's a way of memorializing a system of values," says Rozlyn Anderson, Director of Advanced Wealth Strategies for Merrill Lynch.How it WorksWorking with a Financial Advisor and a trust and estate lawyer, the parent or grandparent establishes the conditions that must be met for the beneficiary to receive distributions from the trust.These conditions may be based on the individual family's value system.Often, they include educational milestones, such as graduating from college or earning an advanced degree.They can also be tied to the achievement of career milestones, such as starting a business, or philanthropic accomplishments."The main goal, though, is usually to encourage a child to be a good citizen and lead a productive life," Anderson says.

3. 3. NYSSA | NYSSA Presents 5th Annual Strategies in Wealth Management Summit

   www.nyssa.org/AM/Template.cfm? - [Cached]

   Published on: 10/4/2006   Last Visited: 12/30/2007

   Speakers include: Rozlyn L. Anderson, JD, SVP, Merrill Lynch Trust Company; Bill Bamber, Senior Managing Director, Bear Stearns; David Durrant, Chief Strategist, Julius Baer Investment Management LLC; Mark Fichtenbaum, Tax Manager, Global Wealth Management Group, Citibank; Adam Green, Managing Director and Head of U.S. Structured Products, Lehman Brothers; Karen P. Klein, Co-Director, Family Wealth Services, Merrill Lynch Private Banking and Investment Group; Stuart Lucas, Chairman, Wealth Strategist Network LLC; Douglas K. Mellinger, Vice-Chairman & Founder, Foundation Source; Elizabeth B. Nesvold, Managing Director, Cambridge International Partners Inc.; Sean Sebold, CFA, CFP, President, Sebold Capital Management; and Larry Smith, Chief Investment Officer, Third Wave Global Investors, LLC.