Experience

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  Merrill lynch wealth management

  Aug 1999 - now

  Wealth management advisor, senior vice president

  Professional ExperienceRoxane Rose, CFP®, Senior Vice President, Wealth Management AdvisorRoxane has worked closely with plaintiff attorneys, trust attorneys, ad litems, case managers, social service providers, guardians and families to help in the transition from the court system. She can communicate all the intricacies of the trust documents, qualified settlement funds (QSFs), structured settlements and investment management in an easy to understand way with real life examples. With Roxane, clients have a long standing relationship provider and coordinator with a compassionate understanding of the needs of the beneficiary and family.Roxane has been an advisor with Merrill Lynch Wealth Management since 1999. She is a CERTIFIED FINANCIAL PLANNER™ CFP® certificant. Roxane graduated Cum Laude with a Master of Science degree in Accounting from the University of North Texas. She also holds the Series 7, 63, 65 FINRA registrations, and Texas insurance license. Civically, Roxane is a past president of the Arc of Dallas advocating for the rights of those with intellectual and developmental disabilities.Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A. Show less