Brett Roenick
Financial Advisor at Merrill Lynch
Based in Rancho Santa Fe, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Rancho Santa Fe
Industry
Financial Services
Company size
35K
Contact information
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b•••••••@ml.com
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Background
About Brett Roenick
Brett is dedicated to offering clients a comprehensive approach to managing wealth. He works diligently to understand his clients, reveal potential opportunities, and implement a strategy to help achieve the outcomes which have personal meaning to them. Prior to Merrill Lynch Wealth Management, Brett was involved in multiple business ventures where his passion for finance and helping others was ignited. He earned his bachelor's degree in Business from the University of San Diego. Brett believes that having strong relationships is the key to achieving happiness and success in life. By incorporating that mindset in his work, he believes there are endless possibilities for his clients. In his free time, Brett enjoys music, golfing, traveling, and spending time with family and friends.
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