Bridge to a more bullish future?

In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

Watch now

Bridge to a more bullish future?

In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

Watch now

Merrill Lynch

Corla Wealth Management Group

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Merrill Lynch
Wealth Management

Confident Investors deserve Confident Advisors


We are committed to empowering you and your wealth at the service of what matters most in life, your dreams.  Your journey to wealth success transcends mere investments. It encompasses your family, your endeavors, and your legacy. 

Through collaboration and innovation, we believe in harnessing wealth to forge a brighter, more sustainable future.

Financial Planning and Investment Management

Effective financial planning is more than choosing the right investments. It’s about crafting individual plans to match your distinct needs and aspirations. As strategists, our approach to financial planning is holistic and  personalized. We coordinate and connect the different pieces into a cohesive view. We proactively reach out to review and revisit your strategy and help to ensure that you stay on track through shifting markets, changing priorities and life's milestones. As your focus changes throughout your life, we anticipate evolving needs so that you can build, grow, protect and preserve your wealth.  

The moment you choose us, we strive to keep you moving forward. We seek to balance maximizing returns while structuring for cost and tax-efficiency and mitigating risk. We design portfolios intentionally, with the “unknown unknowns” in mind. Championing the transformative potential of capital for positive change, we provide access to impact investments that resonate and align with your values. In addition, our access to customized lending and credit solutions from Bank of America offer flexible options to enhance your personal and business projects.

Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Understanding Investor Behavior and Costs

Our emotions often get in the way of making smart financial decisions. We help you stay disciplined for the long-term while taking advantage of short-term opportunities, and make challenging financial decisions and tradeoffs that do not always seem intuitive, comfortable or easy. Our understanding of behavioral finance allows us to provide insights and strategies that help you make more informed and beneficial financial decisions.

We are a fiduciary under the Merrill Advisory Investment Program and we only act in your best interest. We charge an annual fee that covers all of our advice, from financial and wealth planning, investment guidance and implementation, to broader estate and tax planning in coordination with your attorney and accountant. We feel that it is important for you to know exactly what you pay so that there are no unexpected or unexplained costs. Transparent and equitable, our fee structure ensures clarity and alignment with your financial objectives. 

Who We Work With

Global and Intergenerational Families: We help global and intergenerational families navigate the complexities of cross-border and multi-jurisdictional wealth management. We also address the unique needs and dynamics of each generation, offering comprehensive strategies to pursue their distinct financial goals and aspirations.

Company Founders, Business Owners & Entrepreneurs: We offer strategic guidance and tailored strategies to support business expansion, succession and exit strategies as well as retirement planning and personal wealth management.

Women Investors: We advocate for women to engage in open, transparent conversations about money, investing, and their wealth, at every stage of life. We offer practical financial advice, tips and resources to empower women to achieve their personal financial wellness.

Hispanic / Latino community: We know financial priorities are as diverse as the communities we serve. With strong savings habits and a high level of trust in financial institutions, the Hispanic / Latino cohort still faces unique challenges such as family obligations and cultural diversity.  We are committed to addressing these needs and empowering future generations through personalized financial guidance.  

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

Learn about our practice and the resources we offer to support you on your financial journey.


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

Roxana Corla

Forbes "Best-in-State Wealth Advisors" 2024
Published on April 3, 2024. Rankings based on data as of June 30, 2023.*

Forbes “Best-in-State Wealth Management Teams” 2023 - 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Top Women Wealth Advisors Best-in-State” 2022 - 2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2020
Published on April 21, 2020. Rankings based on data as of September 30, 2019.

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2020
Published on September 29, 2020. Rankings based on data as of March 31, 2020.

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.

Fernando Cano

Securities Based Lending Specialist

Bank of America, N.A.

Johanna Gianni

International Wealth Strategist


Nicholas Karpinski

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

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.


    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.


      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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.