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Mike Roma Email & Phone Number

Senior Vice President, Senior Financial Advisor, Portfolio Manager at Merrill Lynch Wealth Management
Location: Houston, Texas, United States 4 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@ml.com
LinkedIn Profile matched
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Current company
Merrill Lynch Wealth Management
Role
Senior Vice President, Senior Financial Advisor, Portfolio Manager
Location
Houston, Texas, United States

Who is Mike Roma? Overview

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Quick answer

Mike Roma is listed as Senior Vice President, Senior Financial Advisor, Portfolio Manager at Merrill Lynch Wealth Management, based in Houston, Texas, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Mike Roma.

Mike Roma previously worked as Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management and VICE PRESIDENT at Ubs Financial Services. Mike Roma holds Bachelor'S Degree from St John'S University.

Company email context

Email format at Merrill Lynch Wealth Management

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{first}_{last}@ml.com
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AeroLeads found 1 current-domain work email signal for Mike Roma. Compare company email patterns before reaching out.

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Profile bio

About Mike Roma

Using a personalized informational gathering approach to formulate a deep long term relationship Mike looks to sculpture and define your investment portfolio along your near and long term goals Whether accumulating savings along life's journey culminating to the distribution phase of retirement Mike along with his team The RG Group at Merrill Lynch Wealth Management will formulate the portfolio and wealth management strategy designed to meet your goals and aspirations As a former CFO & CEO Mike is comfortable working with business owners advising on cash management, employee retirement benefits, partnership matters and succession planning

Listed skills include Series 63, Series 7, Series 3, Financial And Life Planning, and 46 others.

Current workplace

Mike Roma's current company

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

Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Vice President, Senior Financial Advisor, Portfolio Manager
Website
ml.com
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Company profile
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4 roles

Mike Roma work experience

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

Vice President

Ubs Financial Services
Dec 2003 - Jun 2009

Ceo

Csp Office Products
Jun 1994 - Jun 2001

Ceo - Cfo

Champion Stationery & Printing
Jun 1974 - Jun 1994
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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

BR Brigita Rumpeters, Cpfa®, Crpc™ Brigita Rumpeters, Cpfa®, Crpc™ Colleague at Merrill Lynch Wealth Management Westfield, New Jersey, United States, United States View → EL Everett Latos Everett Latos Colleague at Merrill Lynch Wealth Management Bloomfield Hills, Michigan, United States, United States View → ER Edward Rashad Smalls Edward Rashad Smalls Colleague at Merrill Lynch Wealth Management New York, New York, United States, United States View → JB Jill Brooker Jill Brooker Colleague at Merrill Lynch Wealth Management Plainsboro, New Jersey, United States, United States View → MR Meredith Ramey Meredith Ramey Colleague at Merrill Lynch Wealth Management Orange Park, Florida, United States, United States View → MW Michael Welch Michael Welch Colleague at Merrill Lynch Wealth Management Rockledge, Florida, United States, United States View → ZR Zachary Romig Zachary Romig Colleague at Merrill Lynch Wealth Management Reading, Pennsylvania, United States, United States View → TR Tom Rueckl, Cfp® Tom Rueckl, Cfp® Colleague at Merrill Lynch Wealth Management Green Bay, Wisconsin Metropolitan Area, United States View → JC Janiece Collopy Janiece Collopy Colleague at Merrill Lynch Wealth Management Greater Seattle Area, United States View → JK Jack Kelly, Cfp® Jack Kelly, Cfp® Colleague at Merrill Lynch Wealth Management Pittsburgh, Pennsylvania, United States, United States View →
1 education record

Mike Roma education

  • St John'S University
    St John'S University
    Bachelor'S Degree
FAQ

Frequently asked questions about Mike Roma

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

What company does Mike Roma work for?

Mike Roma works for Merrill Lynch Wealth Management.

What is Mike Roma's role at Merrill Lynch Wealth Management?

Mike Roma is listed as Senior Vice President, Senior Financial Advisor, Portfolio Manager at Merrill Lynch Wealth Management.

What is Mike Roma's email address?

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

Where is Mike Roma based?

Mike Roma is based in Houston, Texas, United States while working with Merrill Lynch Wealth Management.

What companies has Mike Roma worked for?

Mike Roma has worked for Merrill Lynch Wealth Management, Ubs Financial Services, Csp Office Products, and Champion Stationery & Printing.

Who are Mike Roma's colleagues at Merrill Lynch Wealth Management?

Mike Roma's colleagues at Merrill Lynch Wealth Management include Brigita Rumpeters, Cpfa®, Crpc™, Everett Latos, Edward Rashad Smalls, Jill Brooker, and Meredith Ramey.

How can I contact Mike Roma?

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

What schools did Mike Roma attend?

Mike Roma holds Bachelor'S Degree from St John'S University.

What skills is Mike Roma known for?

Mike Roma is listed with skills including Series 63, Series 7, Series 3, Financial And Life Planning, Portfolio Management, Business Planning And Succession, 401 Advisor And Management, and Retirement Planning.

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