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Dave Roe Email & Phone Number

Managing Director, Senior Consultant at Merrill Lynch Wealth Management

Location: Portland, Oregon Metropolitan Area, United States 1 work role 2 schools

1 work email found @ml.com 2 phones found area 503 and 802 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

Merrill Lynch Wealth Management

Role

Managing Director, Senior Consultant

Location

Portland, Oregon Metropolitan Area, United States

Company size

45157 employees

Who is Dave Roe? Overview

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Quick answer

Dave Roe is listed as Managing Director, Senior Consultant at Merrill Lynch Wealth Management, a with 45157 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 503, 802, and a matched LinkedIn profile for Dave Roe.

Dave Roe previously worked as Senior Consultant, Managing Director at Merrill Lynch Wealth Management. Dave Roe holds Masters Of Business Administration, Mba from University Of Oregon.

Company email context

Email format at Merrill Lynch Wealth Management

This section adds company-level context without repeating Dave Roe's masked contact details.

droe@ml.com

79% confidence

AeroLeads found 1 current-domain work email signal for Dave Roe. Compare company email patterns before reaching out.

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Profile bio

About Dave Roe

Dave is a Managing Director, Senior Consultant and a 40 year veteran of our firm. He holds a B.S.in Finance from the University of Colorado, and received his MBA from the University of Oregon.Dave spent 25 years of his career as Merrill's Institutional Fixed Income Advisor for Oregon. He focuses now on helping high net worth individuals to implement strategies that are designed to reduce portfolio risk, and more efficiently manage their investments.

Current workplace

Dave Roe's current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Lynch Wealth Management

Managing Director, Senior Consultant

new york, new york, united states

Website

ml.com

Employees

45157

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Company profile

View company profile Email format

1 role

Dave Roe work experience

A career timeline built from the work history available for this profile.

Senior Consultant, Managing Director

Merrill Lynch Wealth Management

Feb 1975 - Present

Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

CB

Cathy Bouchard-Wong Colleague at Merrill Lynch Wealth ManagementEdison, New Jersey, United States View → AY

Alex Yerkes Colleague at Merrill Lynch Wealth ManagementOrange, California, United States View → LW

Latate Wilson Colleague at Merrill Lynch Wealth ManagementWoodbridge, Virginia, United States View → ZS

Zach Shenitsky Crpc® Colleague at Merrill Lynch Wealth ManagementBloomfield Hills, Michigan, United States View → TR

Tyler Ramirez, Crpc™ Colleague at Merrill Lynch Wealth ManagementParamus, New Jersey, United States View → TC

Tiffany Cheese Colleague at Merrill Lynch Wealth ManagementGreater Reading Area, United Kingdom View → GK

Grant Kuchar Colleague at Merrill Lynch Wealth ManagementNew York City Metropolitan Area, United States View → JS

Jenner Stimpfig, Cpfa®, Crpc™ Colleague at Merrill Lynch Wealth ManagementPleasanton, California, United States View → RR

Rita Reddick Colleague at Merrill Lynch Wealth ManagementPompano Beach, Florida, United States View → AH

Ariel Halpert Colleague at Merrill Lynch Wealth ManagementMonsey, New York, United States View →

2 education records

Dave Roe education

Masters Of Business Administration, Mba

University Of Oregon

Bachelor'S Degree

University Of Colorado

FAQ

Frequently asked questions about Dave Roe

Quick answers generated from the profile data available on this page.

What company does Dave Roe work for?

Dave Roe works for Merrill Lynch Wealth Management.

What is Dave Roe's role at Merrill Lynch Wealth Management?

Dave Roe is listed as Managing Director, Senior Consultant at Merrill Lynch Wealth Management.

What is Dave Roe's email address?

AeroLeads has found 1 work email signal at @ml.com for Dave Roe at Merrill Lynch Wealth Management.

What is Dave Roe's phone number?

AeroLeads has found 2 phone signal(s) with area code 503, 802 for Dave Roe at Merrill Lynch Wealth Management.

Where is Dave Roe based?

Dave Roe is based in Portland, Oregon Metropolitan Area, United States while working with Merrill Lynch Wealth Management.

What companies has Dave Roe worked for?

Dave Roe has worked for Merrill Lynch Wealth Management.

Who are Dave Roe's colleagues at Merrill Lynch Wealth Management?

Dave Roe's colleagues at Merrill Lynch Wealth Management include Cathy Bouchard-Wong, Alex Yerkes, Latate Wilson, Zach Shenitsky Crpc®, and Tyler Ramirez, Crpc™.

How can I contact Dave Roe?

You can use AeroLeads to view verified contact signals for Dave Roe at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Dave Roe attend?

Dave Roe holds Masters Of Business Administration, Mba from University Of Oregon.

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