Merrill Lynch Financial Advisor Randall Roman

Merrill Lynch Financial Advisor Randall Roman, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a Senior Financial Advisor with the Global Corporate and Institutional Advisory Services team. With over twenty years of experience in the industry, Randall focuses on providing strategies and recommendations to help high-net-worth individuals and their families achieve their short- and long-term goals, including retirement and estate planning services. Originally from Puerto Rico, Randall now resides in the Atlanta area with his wife and three children. He is passionate about baseball and coaches a youth travel baseball team in the area.

At Merrill Lynch Wealth Management, Randall believes in building personalized financial plans centered around your goals and priorities. He starts every relationship with a conversation to understand what matters most to you, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses. By utilizing the Investment Personality Assessment and staying updated on changes in your life and goals, Randall works with you to develop a customized financial approach to help you achieve your objectives.

As a Merrill Lynch Wealth Management Advisor, Randall is dedicated to understanding your unique needs and designing personalized investment strategies to address your financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, he helps you manage, grow, and preserve your wealth while staying focused on your long-term goals. By staying in touch and revisiting your financial approach as needed, Randall aims to help you navigate changes in the market and in your life to stay on track towards achieving your aspirations.