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Merrill Lynch Financial Advisor Gloria Rothbaum
3075A Hansen Way, Palo Alto, California 94304
About the Merrill Lynch Financial Advisor Gloria Rothbaum
Merrill Lynch Financial Advisor Gloria Rothbaum is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Gloria, who has a background in technology entrepreneurship, consulting, and investing, leads a practice that caters to a primarily referred clientele of well-educated individuals on the West and East Coasts. Her hands-on, planning-based approach aims to help clients understand their financial story and plan for the future. Gloria's practice focuses on analyzing various aspects of clients' financial situations, offering real-world scenarios and strategies to help them achieve their goals.
With a deep understanding of her clients' risk tolerance, liquidity needs, and investment timelines, Gloria acts as a 'professional shopper' to find the best financial solutions for each individual. She also collaborates with specialists at Bank of America to provide a comprehensive suite of services, including wealth management strategies, lending options, tax minimization, and estate planning.
Gloria's mission is to understand her clients' priorities, goals, and aspirations to help them manage, grow, and preserve their wealth. By developing personalized plans and investment strategies, she aims to turn her clients' financial goals into reality. Through regular reviews and adjustments, Gloria ensures that her clients stay on track to achieve what matters most to them.
At Merrill Lynch Financial Advisor Gloria Rothbaum, clients can expect personalized service, trust-based relationships, and access to a global network of resources to help them navigate their financial journey and achieve their long-term goals.
Photos of Merrill Lynch Financial Advisor Gloria Rothbaum
3075A Hansen Way, Palo Alto, CA 94304, United States
Opening hours of Merrill Lynch Financial Advisor Gloria Rothbaum
Monday:
06:30 - 15:00
Tuesday:
06:30 - 15:00
Wednesday:
06:30 - 15:00
Thursday:
06:30 - 15:00
Friday:
06:30 - 15:00
Saturday:
Closed
Sunday:
Closed
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