Yasser Arrocha
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.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
As your family's financial counsel, I take a strategic and deeply personalized approach to managing significant wealth. My role is to understand the purpose of your capital and the priorities that shape your family's long‑term vision. Together with a team of seasoned professionals, I bring forward informed guidance and sophisticated insight to help ensure your investments remain aligned with your objectives, responsibilities, and aspirations.
We combine disciplined research, thoughtful planning, and a commitment to transparency to help you navigate complexity with clarity and confidence. Our aim is to serve as a trusted partner—advancing your goals, safeguarding your financial continuity, and supporting the prosperity of your family across generations.
CFP®, CIMA®, CRPC™
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.
