Schoeppach & Associates

Merrill Lynch Wealth Management
2998 Douglas Blvd
Roseville, CA 95661
(916) 878-3165
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We strive to be recognized as one of the premier financial advisory teams in the country, serving our local community with a commitment to world class investment management and wealth planning services with the highest level of quality and integrity.
Schoeppach & Associates
Merrill Lynch Wealth Management
Welcome

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

Recognition
John Schoeppach
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
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Meet Our Team
John Schoeppach,

CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
916.878.3165
Craig Stone
First Vice President, Senior Financial Advisor
916.878.3168
Anthony Wilcox,

AAMS™,CRPC™

Financial Advisor - AGP
916.774.8002
Lorena Robles-Cohen
Assistant Vice President, Wealth Management Associate
916.774.8017
Rose Marie Teves Lobrino
Wealth Management Client Associate
916.878.3152
Allyson Russell
Wealth Management Client Associate
916.878.3184
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.
Bill Grey
Structured Credit Executive
Insights
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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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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.