Stanton Roseman has been in the financial services industry since 2001 and joined Merrill in 2021. His focus is on helping affluent individuals, like you, to develop personalized financial strategies by understanding your short- and long-term financial goals. Stanton is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of the University of Notre Dame with a master’s in business administration. He is an Angeleno, calling downtown Los Angeles home.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
