Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
555 CALIFORNIA ST
SAN FRANCISCO, CA 94104-1503
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Steven A. Rocha is a Senior Vice President and Senior Financial Advisor who joined the Merrill Lynch San Francisco office in 1980. A graduate of the University of California, Berkeley, with a Bachelor degree in Economics. As a financial advisor, Steven helps clients develop strategies to manage their individual, business and personal financial portfolios.
Christina Rotairo (Tina) is a Registered Client Associate. She joined the Merrill Lynch San Francisco branch in 2007. She is a Bay Area native and graduated from California State University East Bay with a Bachelor of Science in Business Administration. Tina is dedicated to provide team support in all phases of client service, account maintenance and operations.
Karen Corvasce is a Client Associate. She came from an extensive background in personal insurance sales and service along with 10 years of medical office management and patient care. Karen is eager to use these skills to personally assist each client and efficiently handle their unique banking and brokerage service needs. Born and raised in South San Francisco, she currently lives in the East Bay with her son. They both love baseball and cheering on their favorite team, the San Francisco Giants.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Univ of California Berkeley School of Economics
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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.
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.
Senior Wealth Management Lending Officer NMLS # 483747
Structured Credit Executive
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.