L-R: Anthony Bernardo, Jr. | Rose Bernardo | Nicholas Bernardo | William Roth IV | Noreen Morris
(click on each member to read their full bio)
Anthony Bernardo Jr.
PARTNER, WEALTH MANAGEMENT
Tony’s wealth of experience in financial services stretches from 1980 to today. His four decades as a trusted financial advisor include long stints at both Morgan Stanley, where he was selected for the Chairman’s Club, and Merrill Lynch, where he was selected for the Charles E. Merrill Circle and the Summit Club. His commitment to his clients is one of sustained integrity; his work is dedicated to serving their needs, from the present day through future generations. Tony’s areas of concentration are wealth management and financial planning. Born and raised in Philadelphia, Tony earned his bachelor of science degree from Pennsylvania State University. He and his wife, Joann—residents of Worcester, Pennsylvania, since 1987—are proud parents to three grown children, Rose, Nick, and John, and six grandchildren. A member of the Indian Valley Country Club and an avid golfer, Tony serves on its golf committee, and he is an alumni coordinator for Theta Chi Fraternity, Omega chapter. When he’s not working, he also enjoys skiing, gardening and spending time with his grandchildren. Email
PARTNER, WEALTH MANAGEMENT
Rose’s experience as a financial advisor dates back to 2004, when the Bernardo team began to take shape at Merrill Lynch through a seamless blend of her father’s experience and Rose’s drive for excellence in financial planning. She strives to take the time to develop and nurture personal relationships, and to understand clients’ goals in order to formulate a plan designed to address each area of risk and ultimately achieve those goals together. Selected for membership in Merrill’s Executive Club in 2007, Rose enjoys blending her strong knowledge of finance with her personal dedication to helping clients achieve their goals. A resident of Worcester, Pennsylvania, Rose graduated from Pennsylvania State University with a bachelor of science degree in industrial/organizational psychology and business. When not working, Rose enjoys spending time with her husband, Dan, and children Anthony and Madeline, and participating with family and friends in activities she loves, such as entertaining, cooking, and traveling. Email
Managing Partner, Wealth Management
Nick began working in the financial services industry with Merrill Lynch in 2006, joining his father, Tony, and sister, Rose, in what was then called The Bernardo Group. As a Certified Financial Planner™ professional, Nick builds long-lasting relationships with clients as he takes them through the process of planning to help secure their financial futures. He specializes in financial and estate planning; he also manages Bernardo Wealth Planning’s overall business and is responsible for the growth of the Bernardo team. Graduating with Dean’s List honors, Nick earned a bachelor of arts degree in business management from Juniata College. Born in Worcester, Pennsylvania, he returned after college to make his home in Lederach with his wife, Trinda, and children Isabella, Nicholas Jr., and Savannah. In addition to spending his free time playing golf and volleyball, Nick is an active member of the Indian Valley Country Club and the Christopher Dock High School Golf Committee, whose primary purpose is to organize and conduct their annual golf tournament fund-raiser. Email
William Roth IV
Partner, Wealth Management
Bill joined the Bernardo team to lead the investment division. He oversees portfolio construction and trading, and works with clients to help them reach their investment goals. In his 16 years of industry experience, Bill was a portfolio manager with Capital Analysts, an investment consultant in the Retirement Group of Merrill Lynch, and the director of investments for Centurion Group, leading an investment team that oversaw $12B in client assets. Bill holds a bachelor of science degree in business management with a finance concentration as well as a bachelor of arts degree in economics from East Stroudsburg University. He received his MBA with a finance concentration from La Salle University. Bill is a CFA Charter holder and a member of the Financial Analysts of Philadelphia,and he holds his Series 6, 7, 24, and 66 licenses with FINRA. He resides in Chalfont with his wife, Amy, and three children, Gavin, Katelyn and Owen. In his spare time, he coaches his children’s sports and plays volleyball and golf. Email
Client Service Associate
For more than two decades, Noreen has developed extensive knowledge and capabilities in various roles throughout the financial services industry. She began her career at the Philadelphia Stock Exchange, moved to Merrill Lynch in 1995, and in 2003 joined the Bernardo team, which moved in 2009 to Morgan Stanley. She takes pride in providing Bernardo’s clients with personalized financial care and education; as a result of her attention, clients receive superior problem solving along with an extraordinary degree of understanding. Noreen contributes to Bernardo Wealth Planning as a registered client associate and serves as the firm’s notary public. A native of Philadelphia, Noreen, along with her husband, Brian, and their children, Brandon and Ashley, have called Quakertown home since 2002. Extremely community minded, she consistently volunteers at her children’s schools and helps raise funds for various causes, including the effort to find a cure for lupus. In her spare time, Noreen enjoys the spending time with her family and friends, reading, and playing with her children. Email
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