Blatz–Rooney Group at Merrill Lynch Earns Spot on Forbes Best-in-State List
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In a recognition that underscores decades of experience, consistency, and client trust, the Blatz–Rooney Group at Merrill Lynch has once again been named to the prestigious Forbes Best-in-State Wealth Management Teams list—marking their third consecutive year receiving the honor.
Based in Forest Hills, Queens and serving families across the borough, the team brings together more than 65 years of combined experience. Edward “Ed” Blatz, a veteran with over 40 years in the industry, and Michael “Mike” Rooney, with more than 27 years at Merrill, have worked side by side for more than a quarter century—building not just portfolios, but lasting partnerships shaped by trust and results.
Being named to the Forbes list, they say, is a direct reflection of the relationships they’ve built over time.
“Being named to the Forbes Best-in-State Wealth Management Teams in each of the past 3 years is an honor, and one that truly reflects the trust our clients place in us every day,” said Blatz.
“Our purpose has always been to help clients feel confident, prepared, and supported through every stage of their financial lives, and this honor strengthens that mission,” added Rooney,
That relationship-first philosophy has become a defining feature of the team’s approach.
“Personalization is paramount. Our team delivers strategies built like custom portfolios. They are grounded in data but designed around human priorities,” they noted.
The dynamic duo also emphasizes a proactive approach to wealth management.
“Personalization is paramount. Our team delivers strategies built like custom portfolios. They are grounded in data but designed around human priorities,” said Rooney.
“Our wealth management is proactive and not reactive, with regular strategic reviews, continuous tax-aware adjustments, and scenario planning for life transitions,” added Blatz.
In today’s evolving economic environment, that philosophy has only grown more important.
“There is now a greater emphasis on risk management and not chasing returns. Volatility, geopolitical shifts, and rapid market cycles have made risk management more important than ever,” said Blatz.
Still, even amid short-term market fluctuations, the team remains grounded in long-term planning.
“Markets fluctuate. Client long-term goals don’t. Our role is to help avoid reactionary decisions that derail long-term success. Regular communication is key. We keep clients informed before uncertainty becomes anxiety,” said Rooney.
For the Blatz–Rooney Group, the Forbes recognition is more than an accolade—it’s a reflection of the trust they’ve earned over decades and a continued commitment to the clients they serve across Queens and beyond.
If you’re looking to speak with a trusted advisor, Ed Blatz and Michael Rooney are available to help. You can reach them directly at ed_blatz@ml.com and m_rooney@ml.com, or by calling the office at (718) 310-2244.
