Michael Rollo Email & Phone Number

My integrity is demonstrated through my transparency. It is the goal of my team and I to help clients visualize the possibilities of their lifestyle choices and understand the potential risks that my offset them. I take the time to know clients as individuals and investors. And I value the relationship I develop. I can explore the individual financial goals that are important to clients, and create custom strategies designed to help them pursue each of their goals. My team and I see ourselves as financial ally for each succeeding generation. I believe that you should be fully involved in the wealth management process. Instead of simply starting a client relationship with an investment-focused discussion, I begin with an assessment that helps us determine your investment personality. That information helps me identify and address individual goals that I think are personally meaningful to you. With a better understanding of how you feel about investing, I can help you decide on how to make the most of your financial resources so you can pursue your specific goals.I have graduated with a Business Administration Degree with a Finance Emphasis, from Weber State University. I have been with Merrill Lynch Wealth Management since 2008. I started my career at a local credit union before moving to Merrill. I love helping folks understand their financial situation and see how I can add value. I hope you will sit down with me and together we can determine how I can add value to your financial situation.

Listed skills include Financial Advising, Portfolio Management And Retirement Planning, Retirement Counseling, Customized Investment Strategies, and 1 others.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Jun 2008 - Present

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  Weber State University

  Bachelor'S Degree