Stanton Roseman

Senior Vice President, Senior Financial Advisor
NMLS #774387
333 S Hope Street
Los Angeles CA 90071
(213) 236.2044
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Stanton Roseman has been in the financial services industry since 2001 and joined Merrill in 2021. His focus is on helping affluent individuals, like you, to develop personalized financial strategies by understanding your short- and long-term financial goals. Stanton is a CERTIFIED FINANCIAL PLANNER professional. He is a graduate of the University of Notre Dame with a master’s in business administration. He is an Angeleno, calling downtown Los Angeles home.

About Me
Welcome

I'm Stanton Roseman, a Senior Financial Advisor with Merrill in Los Angeles. I began my career in financial services in 2001 at age 18. More than two decades later, I bring both long-term experience and long-term perspective to the families and business owners I serve. I grew up in rural Utah, where I saw firsthand how differently people approach money. Some used it as a tool to build stability and opportunity. Others let it control their lives. That early exposure shaped how I think about wealth: money should serve your goals and not create uncertainty.

Today, I live in Downtown Los Angeles and have called Southern California home since 2016. I work closely with restaurant franchise owners, LGBT professionals, and executives preparing to sell their businesses. Many of my clients are navigating complex transitions: liquidity events, sudden wealth, multigenerational planning, or retirement strategy. I am a graduate of University of Notre Dame, where discipline, clarity, and long-term thinking were instilled in me. These are principles I carry into every client relationship.

Meet Our Professional Staff
Owen Malcolm
Wealth Management Client Associate
213.236.1058
Armando Perez
Wealth Management Client Associate
213.236.1019
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.
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Wealth Strategies Advisor
Bank of America, N.A.
Charlene Nyerges
Wealth Management Banking Specialist
Merrill
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Heath Simonis
Regional Lending Specialist
NMLS #432316
Bank of America, N.A.
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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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Stanton Roseman is registered to do business in AZ, CA, HI, NM, NV, TX, UT.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
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.