Jose Rodriguez
My name is Jose Rodriguez, and I'm a Financial Advisor at Merrill. I'll start by taking the time to get to know you and understand what's important to you so I can help you develop your short-, mid- and long-term goals.
I'll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I can also provide access to Bank of America specialists for banking, credit, lending and small business solutions. Together we'll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
