John D Rochow

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Profile


John has extensive experience in wealth management for high-net worth individuals, family offices, and institutions. He focuses on wealth management, concentrated stock strategies, and philanthropic, trust and estate services.

We focus on building solid relationships with our clients who come to us for advice and guidance on their most complex financial management and investment challenges.

We offer forward-thinking insight and tactics to help design well-balanced portfolios that manage risk, seek prudent growth, and help prepare you for the unexpected.

We offer the resources of a global firm, and are privileged to serve a small group of highly successful clients. We point to our training and long-term client retention as the best testimonials to our skill and work ethic.

John holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute™. The CPWA® designation is an advanced professional certification to address the sophisticated needs of high-net worth families, and identifies individuals who completed coursework and passed a comprehensive examination covering an array of wealth management topics.

He graduated from the Stephen M. Ross School of Business at The University of Michigan, and has been in the financial services industry since joining the firm in 2009.

John is a Board Member and serves as Vice President of the Stephen M. Ross School of Business at the University of Michigan Alumni Club of Southeast Michigan.

John also serves on the boards of the Detroit Institute of Arts Founders Junior Council, and Birmingham Detroit Country Day School Alumni Club.

Call our group at 248-655-4112 or email at john.rochow@ml.com if our concierge style of private banking suits your financial needs.

  • EDUCATION

    University of Michigan System

Professional Staff

Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Dana M Locniskar

Dana M Locniskar

Private Wealth Advisor

248.655.4100
Thomas S Pursel

Thomas S Pursel

Private Wealth Advisor

248.655.4026
Matthew J Bucher

Matthew J Bucher

Private Wealth Advisor

248.655.4025
Daniel F Angelucci

Daniel F Angelucci

Private Wealth Senior Consultant

248.655.4100
Matthew  Biddinger

Matthew Biddinger

Private Wealth Manager

248.655.4055
Griffin D Nienberg

Griffin D Nienberg

Senior Financial Advisor

248.655.4042
Trevor J Andrews

Trevor J Andrews

Private Wealth Analyst Investments

248.655.4034
Debbie J O'Parka

Debbie J O'Parka

Registered Private Wealth Associate

248.655.4012
Christina Lynn Propst

Christina Lynn Propst

Private Wealth Associate

248.655.4016

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Jeffrey Hyman

Jeffrey Hyman

UHNW Insurance Specialist

Where do we begin? It starts with you.

At Merrill Lynch, 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

Personalized Services

We work with only a select number of affluent clients and their families in order to maintain an uncompromising commitment to service and a high degree of responsiveness.

Our investment group has extensive experience in wealth management for high net worth individuals, family offices, and institutions.

We can handle the full range of your financial needs discreetly and efficiently. We understand you juggle multiple priorities, so we adapt our schedule to fit your life.

Our capabilities are firmly based on the training, talent, and deep experience of our team, and on the investing insights of Merrill Lynch.

Because of our close relationships with clients, we can help plan for opportunities and impacts of significant life events. Our team is ready with wealth management ideas when you welcome a child or grandchild into your life, buy or sell a home or business, or retire - anything that can affect your wealth.

Philosophy

I believe the best financial strategy is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, I will work with you to develop strategies designed to address your financial needs.

Approach

No two investment strategies are alike because no two investors are alike. I'll examine several components — your life priorities, investment personality and financial situation — to help create an actionable strategy with personalized advice and measurable goals. I'll be here with you every step of the way, helping you track progress to your goals and working with you to adjust your investment strategy over time if or as needed.

Capabilities

Using the broad investing resources of Merrill Lynch, I can also assist with income management, education funding, retirement planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and other specialists, to help you pursue your goals.

Focus On Corporate Executives

For corporate executives, I offer guidance for diversification strategies for concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other challenges. For those nearing retirement, I consider inflation, health care costs and other factors to help them achieve desired lifestyles. I talk with clients periodically and proactively explore opportunities with them.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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