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Merrill Lynch
Wealth Management
My life mission is to positively affect the lives of people I am in contact with whether it be through a smile, a wave, or learning about people and their stories. Being of service is one of my life priorities. I believe that the best way to help yourself is to first help others. I enjoy helping families achieve their financial goals and dreams.
Profile
Veronica Canchola began her financial services career in 1990 after graduating from St. Mary's University in San Antonio, Texas. She started with Valley National Bank and Bank One, both now known as JPMorgan Chase. It was an honor to have worked with such an outstanding organization, meeting her client's financial needs and building her knowledge to what it is today to continue to serve clients professionally at Merrill Lynch Wealth Management. Veronica, along with a team of specialists, provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. She is very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing.
When Veronica is not in the office, she enjoys playing tennis, jogging, hiking, biking, traveling, cooking, anything involving the arts, and volunteering in the community. Her life priorities are family, health, work, finances, home, giving and leisure. Each person's life is like a fingerprint--unique--while sharing common priorities. Many look for her guidance to navigate their life's financial priorities.
At Merrill, we have a deep seeded tradition of participating in the community. Veronica has two children who are involved in performing arts. Volunteering and being involved in their performances and events is a major part of her family. Another family passion is gardening. She is a member of the Tucson Bonsai Society. Lastly as a Business Person she feels it is important to support her local Business Owners. She is actively involved in supporting local Women Business Owners at all levels acting as the Bank of America Merrill National Association of Women Business Owners (NAWBO) Ambassador. The purpose is to: Encourage Women Business Owners to be more involved in Politics and Propel women entrepreneurs into economic, social and political spheres of power worldwide by:
STRENGTHENING the wealth-creating capacity of NAWBO members and promoting economic development within the entrepreneurial community
CREATING innovative and effective change in the business culture
BUILDING strategic alliances, coalitions and affiliations
TRANSFORMING public policy and influencing opinion makers
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LANGUAGES
English & Spanish
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EDUCATION
St Mary's University
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Mimi A Heese Rex
Wealth Management Banking Specialist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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