Roberto Calderon
As a Financial Advisor and Senior Portfolio Advisor with Merrill, I work with successful professionals, business owners, and families to simplify financial complexity and make informed decisions about their wealth.
Most of my clients are busy building careers, raising families, growing businesses, and creating wealth. My role is to help make their financial lives as efficient as possible by uncovering opportunities they may not have the time to identify, helping them avoid costly mistakes, and bringing structure to the many moving pieces of their financial picture.
The goal isn't just better financial outcomes. It's providing the confidence and freedom that comes from knowing a trusted advisor is helping coordinate the bigger picture, allowing clients to focus their time and energy on what matters most.
Outside of work, I enjoy staying active through tennis, padel, golf, and volleyball, while also spending time in the kitchen trying out new recipes.
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.
