Verified recordFinancial Services

Matthew Roache

Senior Financial Advisor, Vice President at Merrill Lynch

Based in Melville, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Melville

Industry

Financial Services

Company size

35K

Contact information

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Email

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m•••••••@ml.com

Phone

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Background

About Matthew Roache

Named to FORBES MAGAZINE "Best-in-State Wealth Management Teams" list in 2023 (*Published on January 12, 2023. Rankings based on data as of March 31, 2022.) Matt began his investment and financial services career in 2007. He joined Merrill Lynch Wealth Management in 2014, as a Financial Advisor with The Miranda Wealth Management Group. His knowledge and experience in retail investment operations and trading allow him to provide our clients with an efficient, service-oriented approach in helping to meet their financial goals. His high sense of responsibility has made him a truly integral addition to The Miranda Wealth Management Group, a team founded on the principles of integrity and complete dedication to its clients. Matt holds a BS in Business Management, FINRA Registration Series 7, FINRA Registration Series 66, and a Life Accident & Health License *Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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