The ROK Advisory Group

Merrill Lynch Wealth Management
7825 Fay Avenue
Suite 300
La Jolla, CA 92037
(858) 456-3629
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Like the accomplished clientele we serve, ROK Advisory is driven to do more. Employing our forward-looking, planning-based approach, we help clients identify the purpose of their wealth. From there, we use our decades of rich experiences and rigorous industry training to serve clients’ best interests – through disciplined and, often, innovative strategies designed to grow and preserve intergenerational wealth.
The ROK Advisory Group
Merrill Lynch Wealth Management
Welcome

The ROK Advisory Group team brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we can assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help develop a financial strategy aligned with their goals.

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Supporting your future
Recognition
James Roeske
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
James Roeske,

CFP®,CIMA®

Senior Vice President, Senior Resident Director - Wealth Management Advisor
858.456.3629
Stephen Osborn,

ChFC®,CFP®,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
415.676.2601
Rachel Abdel-Hamid,

CFP®,CRPC™

Vice President, Wealth Management Advisor
415.676.2529
Melissa K Snook,

CFP®,CPFA™

Assistant Vice President, Financial Advisor
858.456.3676
Gregg W Schaefer
Assistant Vice President, Wealth Management Associate
858.587.4512
Marlene Deleon
Wealth Management Client Associate
415.676.2669
Spiros Protopsaltis
Senior Vice President, Senior Financial Advisor
858.456.3649
Iola Xiao
Financial Advisor
858.456.3622
Jaime Torres,

CFP®

Senior Financial Advisor
858.456.3677
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Doug Phares
Wealth Management Banking Specialist
Carmelo Fuentebella
Wealth Management Lending Officer
NMLS #355265
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.