Jose Rodriguez Torres is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and assist in developing short-, mid-, and long-term financial goals. His advisory services include general investing, retirement planning, philanthropic planning, and addressing unexpected financial needs. Jose also facilitates access to Bank of America specialists for banking, credit, lending, and small business solutions, ensuring comprehensive support for clients’ financial concerns.
Raised in the Dominican Republic by parents with banking backgrounds, Jose developed an early interest in guiding clients beyond transactions toward meaningful financial objectives. He holds a Bachelor's Degree from American University and a High School Diploma from Carol Morgan School. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jose is a member of Sigma Chi Fraternity and communicates fluently in both English and Spanish.
Outside of his professional role, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family and his Standard Schnauzer, Mangu.