Brianna Roche

Brianna serves on the advisory side of the Private Executive Services (PES) team, focusing on providing highly personalized wealth management advice and guidance to a client base of affluent families, corporate executives, and business owners. She is passionate about taking the time to understand what matters most to her clients and facilitating opportunities to achieve their goals.Brianna is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. She also holds her Series 7 and Series 66 FINRA Registrations, as well as Life and Health Insurance licenses.She also holds the Certified Divorce Financial Analyst® (CDFA®) designation. The CDFA® designation is awarded by The Institute of Divorce Financial Analysts™.Prior to joining Merrill Lynch Wealth Management in 2015, Brianna held positions at Goldman Sachs and on the trading desk of a Boston-based hedge fund. She is a graduate of Northeastern University where she earned a dual B.S. in Finance and Entrepreneurship. Brianna currently resides in Chelsea and enjoys spending time with her chocolate labradoodle, Teddy and bernedoodle, Bailey.