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Merrill Lynch Financial Advisor Shad Roundy
3255 West March Lane, Stockton, California, United States
About the Merrill Lynch Financial Advisor Shad Roundy
Merrill Lynch Financial Advisor Shad Roundy is a seasoned financial advisor with over 10 years of experience in the industry. Starting his career in Honolulu, Shad has managed branches in Hawaii and California before joining Merrill Lynch Wealth Management in 2021. Located at 3255 West March Lane in Stockton, California, Shad serves clients across the San Francisco East Bay area, the Central Valley, and Hawaii.
As a Senior Financial Advisor, Shad offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. He believes in building a strong relationship with clients, understanding their needs and aspirations to create a tailored financial approach. By utilizing the Investment Personality Assessment, Shad can refine your investing preferences and develop a customized strategy to help you reach your financial goals.
With a commitment to helping clients navigate changing life circumstances and market fluctuations, Shad provides ongoing support and guidance to keep you on track towards achieving your objectives. Whether you are planning for retirement, buying a home, or funding education, Shad's expertise and personalized approach can help you make informed decisions and manage investment risk effectively.
By working with Shad Roundy at Merrill Lynch, you can benefit from comprehensive financial solutions offered by Bank of America, tailored to your unique needs and financial situation. Shad is registered to do business in multiple states and is dedicated to putting your interests first, providing you with the latest investment insights and strategies to help you live your best financial life. Contact Shad Roundy today to start building a personalized financial plan that aligns with your goals and aspirations.
Photos of Merrill Lynch Financial Advisor Shad Roundy
3255 W March Ln STE 110, Stockton, CA 95219, United States
Opening hours of Merrill Lynch Financial Advisor Shad Roundy
Monday:
07:00 - 15:30
Tuesday:
07:00 - 15:30
Wednesday:
07:00 - 15:30
Thursday:
07:00 - 15:30
Friday:
07:00 - 15:30
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Financial Advisor Shad Roundy
"Shad is honest and isn’t that everything?"
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