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Roxana Corla, CPWA
Senior Vice PresidentInternational Wealth Advisor
Merrill Lynch
Wealth Management
We believe in the power of thinking together to re-imagine our shifting world and to unlock new ways of using wealth to build a better, more sustainable and fulfilling future.
We serve a high-end community of individuals who have an abundant mindset and a desire for positive impact.
We serve a high-end community of individuals who have an abundant mindset and a desire for positive impact.
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.
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LANGUAGES
Romanian, Spanish, French & Portuguese
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EDUCATION
Ecole Superieure de Commerce de Paris
University of Texas at Austin
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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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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