Women’s superpower: Investing

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Brianna N. Roche, CDFA

Vice President
Senior Financial Advisor
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Merrill Lynch
Wealth Management

Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Profile

Brianna serves on the advisory side of the Private Executive Services (PES) team, focusing on providing highly personalized wealth management advice and guidance to a client base of affluent families, corporate executives, and business owners. She is passionate about taking the time to understand what matters most to her clients and facilitating opportunities to achieve their goals.

Brianna is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. She also holds her Series 7 and Series 66 FINRA Registrations, as well as Life and Health Insurance licenses.

Supplementary to her practice, Brianna is an advocate of Women & Financial Wellness and works with women throughout various industries by empowering them with financial literacy and awareness. She also holds the Certified Divorce Financial Analyst® (CDFA®) designation. The CDFA® designation is awarded by The Institute of Divorce Financial Analysts™.

Prior to joining Merrill Lynch Wealth Management in 2015, Brianna held positions at Goldman Sachs and on the trading desk of a Boston-based hedge fund. She is a graduate of Northeastern University where she earned a dual B.S. in Finance and Entrepreneurship. Brianna currently resides in Chelsea and enjoys spending time with her chocolate labradoodle, Teddy and bernedoodle, Bailey.

  • LANGUAGES

    English

  • EDUCATION

    Northeastern University

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.

Conor O'Keefe

Alternative Investments Regional Specialist

Bank of America, N.A.

Sheri Chafetz

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #413923

Andre Reguinho

Retirement Specialist

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

Approach

Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you, your family and developing a plan. My job is to understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your plan if and when necessary over time.

Capabilities

Offering you the investment insights of Merrill and access to the credit, lending and banking convenience of Bank of America allows us to help you devise potential strategies designed to grow, preserve and distribute your wealth. We’ll work to exceed your expectations through a proactive approach to communication, attention to personalized service and a commitment to continuing financial education.

Focus On High-Net-Worth Individuals and Families

Great wealth is not an end in itself. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.

A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

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

Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. I take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, I can work with you to build your own personalized financial strategy.

Welcome

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.

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.

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      Let’s Have a Conversation

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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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      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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      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.