Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 Wealth Management 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 Wealth Management 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.
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.