Romanchuk & Associates

Merrill Lynch Wealth Management

200 S. Biscayne Blvd
Suite 4500
Miami, FL 33131
(305) 577-6990
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Romanchuk & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. At Romanchuk & Associates, we pride ourselves on delivering holistic wealth management; going above and beyond investments to solve complex problems and simplify the financial lives of the high profile clients we serve. Based on what matters most to you, our team can help create a strategy for financial wellness by providing personalized service, financial planning, access to the investment insights of Merrill, and the banking convenience and lending solutions of Bank of America. Whatever your objectives may be, we will work together to develop a personalized financial strategy designed to help you pursue those goals and simplify your financial life.

Recognition
Michael Romanchuk
Managing Director, Senior Financial Advisor
Forbes' "America's Top Next-Generation Wealth Advisors", 2017
(Published on July 25, 2017. Rankings based on data as of March 31, 2017.)
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2019
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
On Wall Street "Top 40 Advisors Under 40", 2021
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2021-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
About Us
Mission Statement

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions to understand where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Michael Romanchuk,

CPFA™

Managing Director, Senior Financial Advisor
305.577.6990
James Fitzcharles,

CFP®, CPFA™

Vice President, Senior Business Manager
305.577.6965
Paul Greyson
Financial Advisor
786.893.8682
Maria T Kattan
Assistant Vice President, Private Wealth Associate
305.577.6978
Catalina Percy
Officer, Private Wealth Client Associate
305.530.3667
Brittany Crossman
Assistant Vice President, Wealth Management Associate
617.946.4331
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.
Terri Giles
Wealth Management Banking Specialist
Merrill
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Michael Duffy
Private Wealth Strategist
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.