John D Rochow

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Profile

I work with the Locniskar Pursel Bucher Biddinger Nienberg Rochow Group, a wealth and investment management team at Merrill Lynch Wealth Management.

I have over 10 years of experience and help clients streamline the complexities of wealth.

We work with individuals, business owners, executives, and families spanning multiple generations, throughout the country, all who have specialized needs and compelling opportunities.

I provide client families customized advice and guidance in investment management, wealth planning, liquidity event strategies -pre and post, concentrated stock strategies, life insurance solutions, and philanthropic, trust and estate planning services.

Clients are supported by the resources of a global firm, including strategies ordinarily reserved for the world's large institutions, which are customized to advance each client's goals.

Our team works with a limited number of clients, enabling us to focus our time, training, and passion on providing you and your family personalized services and guidance for all aspects of your financial life.

John holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute™.

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 wealth management suits your financial needs.

  • EDUCATION

    University of Michigan System

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.

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Merrill Lynch

Jeffrey Hyman

Jeffrey Hyman

UHNW Insurance Specialist

Merrill Lynch

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

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.

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 and the banking convenience of Bank of America, I will work with you to develop strategies designed to help 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 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, as needed.

Capabilities

Using the broad investing resources of Merrill, 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, as well as banking, trust and fiduciary services from 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 you stay on track to achieve what's most important to you.

<br />Periodic reviews to help you <br /> stay on track

Periodic 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.

    <br />Monitoring changes in your life<br />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.

    Wealth Management Your Way

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

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

    You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

      I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management 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 Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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.

      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, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your strategy as your life and the markets change.

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