Vincent Rogers
Advisor at Merrill — Peachtree City, GA Westpark Dr
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
14 years
Location
Peachtree City, GA 30269
Merrill
Institution
Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works alongside a team of advisors to guide clients in achieving their family financial goals, offering tailored strategies that align with clients' risk tolerance, time horizons, liquidity needs, and investment objectives. His approach includes designing personalized action plans and reviewing progress to ensure clients stay on track toward their long-term aims.
Mr. Rogers specializes in areas such as college education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. He holds a Bachelor of Science degree in Economics from Kennesaw State University and maintains the Personal Investment Advisor (PIA) designation. He also participates in the organization Cure HHT.
Outside of his professional duties, Vincent Rogers engages with the community through his involvement with Cure HHT. His personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Peachtree City, GA Westpark Dr
900 Westpark Dr
Peachtree City GA 30269
Advisors at this office
11
Georgia · North Carolina · Texas
14 years of industry experience
Bank Of America, N.a.
2014 - Present • 12 years
Kennesaw, GA
Merrill
2014 - Present • 12 years
Kennesaw, GA
Transamerica Financial Advisors
2013 - 2013 • 1 year
Atlanta, GA
Merrill
2012 - 2013 • 1 year
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")