Steven A. Rocha is a Senior Vice President and Senior Financial Advisor who joined the Merrill Lynch Wealth Management San Francisco office in 1980. A graduate of the University of California, Berkeley, with a Bachelor degree in Economics. As a financial advisor, Steven helps clients develop strategies to manage their individual, business and personal financial portfolios.
Christina Rotairo (Tina) is a Registered Wealth Management Client Associate. She joined the Merrill Lynch Wealth Management San Francisco branch in 2007. She is a Bay Area native and graduated from California State University East Bay with a Bachelor of Science in Business Administration. Tina is dedicated to provide team support in all phases of client service, account maintenance and operations.
*Banking Services are through Bank of America, N.A.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.