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ONE TURNBERRY PLACE19495 BISCAYNE BLVD
Senior Financial Advisor
Senior Vice President-Wealth Management
Managing Director-Wealth Management
Reg Senior Client Associate
The Romero GroupA team of dedicated professionals providing financial services to a select group of families and high net worth individuals. Our responsibility is to serve the interests of our clients. Knowing our clients is at the heart of what we do at Merrill Lynch. Our objectives are to ensure we provide exceptional counsel, financial well being, and accountability. Making use of Merrill Lynch’s far reaching capabilities and resources, we help our clients define and pursue their goals.Our team approach and extensive experience in the areas of financial advising, investment planning, risk management, concentrated equity, lending, insurance, and estate planning services provide our clients valued counseling in all aspects of their financial lives.We encourage you to reach out and learn more about how we can help you pursue your financial goals. Jesus RomeroSenior Vice President— Wealth ManagementSenior Financial AdvisorPortfolio ManagerJesus is our founder of the Romero Group. He 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 his clients. He enjoys getting to know his clients, their families, and their unique goals to deliver the very best services. Jesus is fluent in English and Spanish.In 2012 and 2014, he was listed as one the Top 1,200 Advisors in the U.S. in Barron’s annual ranking*. Jesus is deeply involved with the Make a Wish Foundation, Ami Kids, and he volunteers with other organizations in the community.J.C. Rodriguez, CRPC®Financial AdvisorPortfolio AdvisorJ.C. Rodriguez has worked in the financial services industry since 2005 and joined Merrill Lynch in 2011. His areas of focus are in investment advising, retirement and wealth management 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.
Christian BlockerFinancial AdvisorPortfolio AdvisorChristian Blocker joined Merrill Lynch in 2012, after graduating from the University of Miami where he was the captain of the varsity tennis team. 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. Leslie GonzalezRegistered Senior Client AssociateLeslie is our senior client associate. She manages and ensures the accuracy of all aspects related to client services including new accounts, account transfers, income distributions, trading, and cost basis. She has over 17 years experience in the financial services industry. Leslie is fluent in English and Spanish.*Source: Barron's magazine, Feb. 24, 2014, Top 1,200 Advisors list. Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. *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.
Jesus Romero is registered to do business in : CA, CO, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA
JC Rodriguez is registered to do business in : CA, CO, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA
Christian Blocker is registered to do business in : CA, CO, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA
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