The Roche Group

Merrill Lynch Wealth Management
110 N Wacker Dr
Chicago, IL 60606
(312) 499.4612
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We are advocates for our clients, empowering them to meet their life goals.
The Roche Group
Welcome

We deliver a premium family wealth management experience. Our team is dedicated to helping, protecting, and growing our client's financial lives for future generations.

Recognition
Raphael M. Roche III
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.)
Show more recognition
The Roche Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Our Mission

The Roche Group provides premier financial advice and guidance, empowering our clients to achieve their life goals. As a premium wealth management team, we are committed to delivering an unparalleled experience for the families we serve.

Meet Our Team
Raphael M. Roche III,

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
Officer, Wealth Management Client Associate (FP)
312.499.4615
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.
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.