Merrill Lynch

About

The Roman Group is a unique financial and investment advisory team within Merrill Lynch, offering Wealth Management Services to a limited number of senior executives, business owners and other affluent individuals and families. We are committed to helping clients define goals, solve problems and execute creative strategies in managing personal and/or business finances.

With our combined 35 years of experience in the financial services industry , we strive to provide an unparalleled level of service, experience and world class advice. We establish objective, advisory-based relationships in which our interests are directly aligned with those of our clients, providing sophisticated financial solutions to address their unique needs. In short, we simplify our clients’ financial lives.

It is our goal to become a lifetime value-added resource to all of the clients who have entrusted us with their financial well-being.