Randy Roman is a Senior Financial Advisor at Merrill Lynch Wealth Management with the Global Corporate and Institutional Advisory Services team. Randy holds the FINRA Series 7, 9, 10, 63 &66 registrations. Having worked in the industry for over twenty years, Randy focuses on strategies and recommendations designed to help high-net-worth individuals and their families meet short- and long-term goals, including retirement and estate planning services.
Originally from Puerto Rico, Randy has lived in the Atlanta area for many years now with his wife and three children. An avid Mets and baseball fan, Randy coaches a youth travel baseball team based in the area.
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.