Broker Check
Mea  Rosner

Mea Rosner

Wealth Advisor, ChFC, CASL

(315) 775-8755

(315) 771-0550

MeaandSam@pfginc.com

Mea Melberg Rosner was born in New York City and raised with the values of resilience, curiosity, and service. She is the daughter of Robert C. Melberg—a Chemical Engineer with an MBA, holder of two international patents, WWII veteran, and fought in  the Battle of the Bulge —and Ann Wees Melberg, a creative and entrepreneurial force who both helped shape Mea’s drive and character.

Born in Manhattan, Mea spent most of her childhood in a small town in New York and Pennsylvania.  She excelled academically and as a student leader. In 1990, she graduated magna cum laude from the University of Pittsburgh with a Bachelor of Science degree, earning the highest GPA in her class while also serving as class president.

Mea began her financial services career at age 24 with Smith Barney in Utica, New York. There, she earned her Series 7, 24, 63, 65, and 3 securities registrations, along with her New York Life, Accident, and Health insurance licenses. She later moved to Watertown, New York, joining HSBC Bank, where she built and led the district’s investment advisory program.

When she turned 30, Mea transitioned to HSBC’s Trust Department as a Vice President and Portfolio Manager. She became a fiduciary and managed the Bank’s Trust client's investment portfolios. A few years later,  she went on to develop and lead the Bank’s insurance program, educating managers, officers, commercial and farm lenders, and support staff on life, disability, and long‑term care insurance.

After taking time away from corporate leadership to focus on raising her two young children, Mea was invited by a local CPA to provide financial planning services. She went on to earn her designations as a Chartered Financial Consultant, Certified Advisor for Senior Living, and Certified College Planning Advisor, as well as her Series 24 Branch Securities Principal license. As her practice grew, she founded Rosner Financial, a full‑service investment services firm.

Mea has always been deeply committed to her community. She has served as Treasurer for both the Jefferson County Hospice Foundation and the Hospice of Jefferson County. She also served as  President of her local Chamber of Commerce, and then later as Treasurer.

In 2005, Mea and her oldest son, Samuel, co‑founded Rosner Financial Group. Together, they built a firm grounded in treating clients like family and providing thoughtful, personalized guidance through every stage of life.

More than two decades later, her youngest son, Solomon, joined the firm, continuing the family’s legacy. Today, Mea, Samuel, Solomon, and their dedicated team remain committed to delivering generational financial guidance rooted in trust, care, and enduring relationships.

 

 

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