LA JOLLA, CA
Merrill Lynch Wealth Management7825 Fay Avenue
Suite 300
La Jolla, CA 92037- Hours of Operation: Mon - Fri: 7:00 AM - 3:00 PMSee More Hours
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Our branch office has one primary goal: to help high-net-worth households and business owners pursue their financial goals. We work with advisors from all of our teams so we can help shape client advice and guidance that reflect our combined knowledge, independent thinking and broad resources.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
About Us
In these turbulent times, we believe it has never been more important to have a financial advisor who asks the right questions and can create a framework designed to help you achieve your own, your family’s, and your business’s objectives. Our branch has thirty-nine financial advisors, which gives us the opportunity to share ideas and resources and to offer clients various approaches that come from years of combined wealth management knowledge and experience. We work hard to gain clients’ trust and we take the responsibility that comes with that trust very seriously.Culture
We provide transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.
Client Commitment
We recognize that each client is unique, and we shape our sophisticated wealth management strategies to reflect those differences. Many of our clients are still actively pursuing and accumulating wealth, and we work closely with them to develop a goals-based wealth management approach that can help define their long-term financial needs, lifestyle desires, wealth transfer and legacy objectives and, through access to Bank of America, their philanthropic interests. We understand that clients need to balance and prioritize multiple goals, and we believe we are well-positioned to help them do so.
Advisors at This Location
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
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Rohr, Steck & Associates
Wealth Management Group
Brow/Mortimer Advisors
Wealth Management Group
Price Group
Wealth Management
David (Dong Soo) Lee
Financial Advisor
Office Team
James E. Roeske| Senior Resident Director - Wealth Management Advisor| Senior Vice President
James Roeske is the Resident Director of the La Jolla Branch branch, and performs a dual function as financial advisor and team leader. James works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance management activities— such as helping to ensure communication and coordination with the local Office Management Team.
Let’s Have a Conversation
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
Articles
Careers
Merrill Lynch Wealth Management is seeking high achievers with a history of success. If you’re in sales, law, banking, teaching, accounting, retired military, college grad or other vocation, and you have the drive, commitment and perseverance to succeed, consider a career with us as a financial advisor.
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Work Culture
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
Rewarding Career
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
Access to Resources
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Grow & Learn
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.
Hours of Operation
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