Laurella, Roundy & Associates
Merrill Lynch Wealth Management
60 East So Temple St
Suite 200-61
Salt Lake City, UT 84111
(801) 535.1366
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Mission Statement
Laurella, Roundy & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

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

Recognition
Jeffry Roundy
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2012, 2014, 2016-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Laurella, Roundy & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Carl L Laurella,

CFP®, CKP®, CPFA™

Managing Director, Senior Consultant
801.535.1343
Jeffry Roundy,

CFP®, CIMA®, CPFA®, CRPC™

Managing Director, Wealth Management Advisor
801.535.1450
Randy Joseph,

CPFA®

Senior Vice President, Senior Financial Advisor
801.535.1310
Ashley Pantone,

CEPA®, CPFA®

Senior Vice President, Senior Financial Advisor
801.535.1412
Susan Cherry Ridges Bollinger
Assistant Vice President, Wealth Management Associate
801.535.1367
Evgeniia Stevens
Assistant Vice President, Wealth Management Associate
801.535.1394
Juliet Peck
Wealth Management Client Associate
801.535.1366
Jeremiah Stokka
Assistant Vice President, Registered Wealth Management Client Associate
801.535.1405
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.
Kris Behrens
Structured Credit Executive
Bank of America, N.A.
Alexandros Vlamakis
Wealth Management Banking Specialist
Merrill
Jacob R. Olsen
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432347
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.