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Antonio D
Series 63, Series 65
Capitola, CA
Merrill
Antonio Da Roza is a Private Wealth Advisor at Merrill Private Wealth Management. He leads a strategic process aimed at making work optional for clients by applying his expertise to advance their financial interests, restore free time, and promote satisfaction. Antonio began his career in financial services in 1989. He has worked extensively with entrepreneurs, corporate executives, and their top employees, focusing on areas such as corporate executive services, family wealth management strategies, legacy planning, and managing new wealth. Prior to his current role, he was a director in the Private Wealth Management Division at Morgan Stanley Smith Barney and its predecessors. He holds a Bachelor of Science degree in Finance and Banking from San Francisco State University and the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute. Antonio resides in Hillsborough, California, with his wife and two daughters, and enjoys golfing, skiing, surfing, and tennis.
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