Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Recognition

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

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

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

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Profile

With more than 25 years in Wealth Management, Roxana leads with vision and clarity. Thriving in different environments and cultures throughout her life helped Roxana build resilience and adaptability. She applies consistency, enthusiasm and discipline and guides clients with the same collaborative, positive mindset.

One of her favorite areas of study is Behavioral Economics, the intersection of Economics and Psychology, the decision-making process and the human aspect of investing. 

Roxana was previously a Regional Liaison for the Southeast for the Merrill Lynch Women's Exchange and Co-coordinator of the trainee program for her market. 

Roxana is a proud recipient of the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™ (The Institute) in conjunction with the University of Chicago Booth School of Business.

  • LANGUAGES

    Romanian, Spanish, French & Portuguese

  • EDUCATION

    Ecole Superieure de Commerce de Paris

    University of Texas at Austin

Professional Staff

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.

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

Wealth Strategist

Merrill

Nicholas Karpinski

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Our Mission

As financial strategic advisors, our mission is to drive positive change and tackle adversities. We embrace commitment and high-end processes to achieve success in the long term.

Our Investors

Our clients connect in a more human and authentic way. Always in learning mode, we work with entrepreneurs and global families to understand changes in investor behavior and trends in the post pandemic world.

Our Talent

We attract, retain and develop top talent and highly skilled professionals who foster meaningful relationships and perform meaningful work.

Our View

We believe in a future model of trust in people and in the financial industry, as well as collaboration between us and our clients. We believe in taking diversity, equality and inclusion to the next level in investing.

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.

    #DigitalMerrill

    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 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.

      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.


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      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.

      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.