Roxanne Hunter
Senior Financial Advisor, Assistant Vice President at Merrill Lynch
Based in Traverse City, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Traverse City
Industry
Financial Services
Company size
35K
Contact information
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r•••••••@ml.com
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Background
About Roxanne Hunter
What drives and inspires you? Helping high net worth families navigate the complexities of their financial lives is what gets me out of bed each day. My goals-based approach to wealth management focuses on providing holistic, comprehensive, and creative guidance to every aspect of a client's financial life. I go beyond portfolio management to help high net worth individuals and families with their investment, financial, estate, tax minimization, and liability planning needs. I pride myself on providing a tailored, individualized, and deeply personal approach with my wealth management relationships. At the core of crafting investment strategies for my clients is my relationship with them and their families.
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