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.
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.

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.
