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The Romero Group

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The Romero Group

Wealth Management

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Merrill Lynch
Wealth Management

The Romero Group believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.
Welcome

Your life is about more than investments. It’s about your business, your family and your legacy across generations. The Romero Group understands this and works diligently to empower families to define the purpose of their wealth. Our responsibility and primary objective is to put our client’s interest first as we provide them with objective counsel and transparency.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Who We Work With


Intergenerational Family Planning


We believe that our commitment to excellence, together with our integrity, collaborative approach and dedicated work ethic, are among the reasons that some of our families have chosen to remain with us for close to three decades. We understand that wealth brings substantial complexity and we work to empower our families so they can make sense of that complexity.

Over the last three decades we have worked to protect our families as we recognize that professional and personal obligations can take priority over managing your own day-to-day finances. Drawing upon our experience and capabilities, our team prepares well-thought-out strategies designed to create a legacy for the next generation based on your family’s intentions and your wishes.

We can help with personalized wealth transfer strategies, family wealth education, preserving assets, tax minimization strategies in collaboration with your tax professionals and developing and implementing philanthropic visions - through the establishment of family foundations, donor-advised funds and other charitable trusts.

Business Owners

Having built our own team from scratch, we understand the challenges and responsibilities of running a business. Your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. We help entrepreneurs and business owners integrate their personal and professional financial goals through lending and cash-flow solutions, risk management, investment strategies, retirement plan services and business continuation and succession strategies

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require, including risk management strategies for your concentrated stock position and plans for your restricted stock units, options, deferred compensation, and other executive compensation. As your career and goals evolve, we will help you develop new strategies to continue simplifying your financial life so you can focus on the things most important to you.

Women

As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. We understand the preconceived assumptions and biases that are associated with women and wealth. We value the importance of honesty, knowledge and transparency – and together we collaborate with you to give you control and understanding of who you are as an investor and what you want to achieve for your career, family and legacy. Through our collaborative approach, we strive to create simplicity and clarity to unleash your financial power and help you obtain financial stability and independence.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Jesus Romero

Barron’s America’s Top 1,200 Financial Advisors:State-by-State in 2012

Barron’s Top 1,200 Financial Advisors in 2014 and 2015

Get To Know Us

Supported by the global resources of Merrill, our 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.

Sameer Derashri

Sameer Derashri

Trust Specialist

Merrill Lynch

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Oralia Rojas

Structured Credit Executive

Bank of America, N.A.

Nick Foley

Nick Foley

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1190976

Past Events

The Journey from the Economic Abyss to Recovery has begun

September 23rd, 2020|6:00 PM - 7:00 PM EST

2020 The Journey Invitation.pdf
Join us for a webinar discussion presented by Marci McGregor, Managing Director and Senior Investment Strategist supporting Merrill and Bank of America Private Bank for the Chief Investment Office. She will discuss the outlook for the different phases of the economic recovery, the role of the US consumer as we enter 2021, and the long term trends that will emerge from the health crisis in 2022 and beyond- what we call the New Frontier.

    Raising Financially Aware Kids

    October 6th, 2020|6:00 PM - 7:00 PM

    Raising Financially Aware Kids Invitation.pdf
    Join us for a webinar presentation that covers basic principles to help kids make good financial decisions. From toddlers to teens, Raising Financially Aware Kids helps you teach your children or grandchildren about money. The presentation and additional resources highlight steps to develop lifelong values about money, work, education and more.

      2020 The Washington Update

      October 21st, 2020|5:30 PM - 6:30 PM EST

      The Washington Update 2020 Invitation.pdf
      Merrill invites you to an engaging virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C into growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation, upcoming elections and strategies for investment and retirement planning.

        Your Financial Approach

        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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        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.

        Staying on Track

        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.


        Periodic 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.


          Monitoring 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.

          Wealth Management Your Way

          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 we can help you create a financial approach that reflects your personality. Only then can we 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.

            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.


            Merrill_Capabilities_Brochure.png  

            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            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.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.