The Roche Group

Merrill Lynch Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 499.4612
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Our planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
The Roche Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Raphael M. Roche
Managing Director, Wealth Management Advisor
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 Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Mission Statement

The Roche Group is a multigenerational team with more than seven decades of collective financial service industry experience. Francis Roche began his career with Merrill in 1977 and formed The Roche Group in 1999 with his nephew, Ray. At the beginning of 2016, Fran's son Brian joined the team.

Meet Our Team
Raphael M. Roche,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
312.499.4612
Brian R. Roche,

AWMA™, CFP®, CPFA®, CRPC™, CRPS™

Senior Vice President, Wealth Management Advisor
312.499.4668
Amy M. Scott,

CRPC™

Assistant Vice President, Business Manager
312.499.4636
Ashlie K. Turner
Wealth Management Client Associate (FP)
312.499.4615
Edward A. Sheils,

CRPC™

Financial Advisor
312.499.4698
Ryan D. Konsler,

CFP®, CRPC™

Financial Advisor
312.696.7637
J William Gimbel
Wealth Management Client Associate (FP)
312.499.4627
Isabelle C. Decombaz
Wealth Management Client Associate (FP)
312.499.4601
Veronica Monul
Wealth Management Client Associate (FP)
312.499.4611
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.
Nathaniel S. Jones
Wealth Management Banking Specialist
Merrill
Julie A. Kelsey
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1010805
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.