The Pinnacle Financial Group
44yrs
Top advisor by experience in The Villages
24yrs
Based in The Villages, Florida, Michael Rose is a fiduciary financial advisor with 24 years of industry experience. Michael has been with Merrill since 2019; before that, Michael spent a year at PNC Wealth Management. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 176 advisors with offices in The Villages, and one of 161 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 72% of advisors at Merrill
Office1100 Canal St, The Villages, FL 32162
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMerrillCurrent firm
- May 2018 – Dec 2018PNC Wealth Management LLCPreviously
Contact Michael
(800) 637-7455Firm headquarters in New York, NY. Ask for Michael. 1100 Canal StThe Villages, FL 32162Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Merrill at (800) 637-7455 and ask for Michael Rose. Michael works from the The Villages, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2003, about 24 years. More experience than 72% of advisors at Merrill.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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