La Jolla, CA Office

James Roeske is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in wealth management in 2000 and has since developed relationships with a diverse clientele. In 2016, James was appointed Resident Director of the La Jolla office, taking on responsibilities that include training and coaching Merrill financial advisors and supporting experienced advisors in identifying appropriate products and services for their clients. James holds several professional credentials, including the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the CFP Board, the Certified Investment Management Analyst (CIMA) certification from the Investments & Wealth Institute, and is recognized as a Personal Investment Advisor (PIA). He earned a Bachelor of Science degree from Saint Mary's College of California. His client focus areas encompass executive compensation, family wealth management strategies, portfolio management services, ESG investing, tax minimization, retirement income, and other financial planning services. Residing in San Francisco and La Jolla with his wife and two children, James is active in his local community, particularly with La Jolla's public school system. He is a member of the La Jolla Historical Society and contributes to La Jolla Elementary. Outside of work, James enjoys boating, boxing, football, running, skiing, swimming, tennis, traveling, and volleyball.