Merrill Lynch Financial Advisor Robert Rose
701 B Street, San Diego, California, United States
About the Merrill Lynch Financial Advisor Robert Rose
Merrill Lynch Financial Advisor Robert Rose, located at 701 B Street in San Diego, California, is a finance institution that prides itself on providing exemplary client service. Robert Rose, CFP®, the Managing Director and Wealth Management Advisor, has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" from 2018 to 2023. With over 30 years of experience in the financial industry, Robert is committed to helping clients address their financial concerns and achieve their goals.
Supported by the global resources of Merrill Lynch, Robert's team consists of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. As a Senior Portfolio Manager, Robert focuses on developing personalized investment strategies for high net worth individuals, corporate executives, business owners, and retirees.
At Merrill Lynch Wealth Management, the focus is on understanding what matters most to clients - whether it be family, goals, or priorities that may change over time. By utilizing the Investment Personality Assessment and personalized financial planning tools, the team at Merrill Lynch works with clients to create a customized investment approach that aligns with their goals and aspirations.
With access to the investment insights of Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Robert Rose is dedicated to helping clients navigate the financial landscape and pursue their financial goals. By building a personalized plan centered on the client's goals and focused on what they want to achieve, the team at Merrill Lynch strives to help clients manage, grow, and preserve their wealth for the future. Let Merrill Lynch Financial Advisor Robert Rose help you turn your financial goals into reality.
Photos of Merrill Lynch Financial Advisor Robert Rose
701 B St 24th Floor, San Diego, CA 92101, United States
Opening hours of Merrill Lynch Financial Advisor Robert Rose
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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