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Susana R
Series 63, Series 66
Plano, TX
Merrill
Susana Rosello is a Senior Financial Advisor with Merrill Lynch Wealth Management Group. She brings extensive experience in the financial services industry to her role, focusing on helping clients achieve their financial goals through a disciplined wealth management process. Her approach involves establishing client objectives, setting appropriate strategies, implementing customized recommendations, and reviewing progress regularly. Susana works with a diverse client base, including individuals, families, small business owners, and corporate executives. She collaborates closely with clients and leverages the resources available through Merrill and Bank of America specialists in areas such as trust and estate planning, insurance, lending, banking, and corporate retirement planning. Her work emphasizes partnering with clients and their other advisors to deliver comprehensive wealth management solutions. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Susana completed her high school education at Bensalem High School.
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