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ONE TURNBERRY PLACE19495 BISCAYNE BLVD
The Romero GroupWe are a team of dedicated professionals providing financial services to a select group of families and high net worth individuals. Our responsibility and primary objective is to serve client interests. Our philosophy is to consult with and educate clients, while executing with the highest degree of integrity our wealth management strategies. We carefully take into consideration the best alternative solutions for clients based upon their risk tolerance, time horizon, liquidity needs and overall investment goals.Making use of our far-reaching capabilities and resources in investing, planning, and banking, we also work with clients to create a strategy that addresses various aspects of their financial lives. This kind of relationship is at the heart of what we do at Merrill Lynch. Our team approach allows each member to provide insight that delivers value to clients. As goals based advisors, we work with clients to define their objectives, and streamline strategies to get there in the most efficient way possible.Jesus RomeroManaging Director — Wealth ManagementSenior Financial AdvisorPortfolio ManagerThe founder of the Romero Group, Jesus has worked in the financial services industry since 1991 and joined Merrill Lynch in 2009. As senior advisor, Jesus delivers attentive advice and customized financial strategies to clients. He enjoys getting to know clients and their families in order to assess their situations, articulate their needs and goals, and customize an approach based on their life priorities. Jesus is fluent in English and Spanish. In 2012, 2014, and 2015, he was listed as one of the Top 1,200 Advisors in the U.S. in Barron’s annual ranking.* He is also deeply involved with the Make a Wish Foundation and AMI Kids.
JC Rodriguez, CRPC®Assistant Vice PresidentFinancial AdvisorSenior Portfolio AdvisorJ.C. has worked in the financial services industry since 2005. In 2011, he joined Merrill Lynch as a partner in the Romero Group. His areas of focus are investment advising and retirement planning. He primarily works with executives with concentrated equity positions and business owners in a multitude of industries. J.C. is fluent in English and Spanish. He has been active in both Americans for Immigrant Justice and the local Humane Society Chapter for the past few years. Christian Blocker, CFP®Assistant Vice PresidentFinancial AdvisorSenior Portfolio AdvisorAfter earning a B.A. in both Accounting and Finance at the University of Miami, Christian interned with the Romero Group before becoming a full time partner in 2012. Christian focuses on developing financial strategies encompassing asset allocation and portfolio construction. He also works in conjunction with Bank of America, N.A. lending specialists to provide specialized lending and home financing solutions to high net worth and ultra high net worth families. Christian is fluent in English and German. Before joining the financial services industry, Christian was a professional tennis player and continues enjoying this sport by participating in local Pro AM charity events. Leslie GonzalezRegistered Senior Client AssociateAs our senior client associate, Leslie manages and helps to ensure the accuracy of all aspects related to client services including new accounts, account transfers, and income distributions. She has over 17 years experience in the financial services industry, and has worked alongside Jesus since 2003. Leslie is fluent in English and Spanish. Outside of work, she is active in the many activities involved in raising her young daughter. *Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 23, 2015. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s consisted of 1,000 advisors list.*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.*Asset Allocation does not ensure a profit or protect against loss in declining markets.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Senior Financial Advisor
Managing Director-Wealth Management
Managing Director - Wealth Management
Assistant Vice President
Reg Senior Client Associate
Jesus Romero is registered to do business in : AZ, CA, CO, DE, FL, GA, IL, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA
JC Rodriguez is registered to do business in : AZ, CA, CO, DE, FL, GA, IL, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA
Christian Blocker is registered to do business in : AZ, CA, CO, DE, FL, GA, IL, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.