Roxane Rose

Q: What is Roxane Rose email address?

Email Roxane Rose at rrosecpa@gmail.com and roxane_rose@ml.com. This email is the most updated Roxane Rose email found in 2026.

Q: How to contact Roxane Rose?

To contact Roxane Rose send an email to rrosecpa@gmail.com or roxane_rose@ml.com. If you want to call Roxane Rose try calling on +14697335261 and +12149692694.

Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Santa Fe, New Mexico, United States

About Roxane Rose

Roxane Rose, CFP®, serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where she leads The Rose/Cates Group in delivering tailored financial solutions to families and individuals. With a strong emphasis on special needs planning strategies, Roxane has cultivated a niche expertise in navigating the complexities of trust administration and asset management. Her collaborative approach involves working closely with a diverse network of professionals, including plaintiff attorneys, trust attorneys, case managers, and social service providers, ensuring that her clients receive comprehensive support during critical transitions from the court system.

Roxane's commitment to improving the financial well-being of her clients is evident in her ability to communicate the intricacies of trust documents and qualified settlements with clarity and compassion. She understands the unique challenges faced by families with special needs and employs strategic financial planning to help them achieve their long-term goals. Additionally, her expertise extends to estate and retirement planning services, where she focuses on developing personalized financial strategies that empower women to take control of their financial futures.

Key projects that Roxane has spearheaded include the development of educational workshops aimed at demystifying financial planning for families with special needs, as well as initiatives that promote financial literacy among women. Through her dedication and extensive knowledge, Roxane Rose continues to make a significant impact in the wealth management industry, guiding her clients toward a more secure and prosperous future.

Roxane Rose Work

Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in August 1999 to Present

Roxane Rose Skills

Special Needs Planning Strategies

Planning and Asset Management

Trust Administration and Asset Management

Frequently Asked Questions about Roxane Rose

What is Roxane Rose email address?

Email Roxane Rose at [email protected] and [email protected]. This email is the most updated Roxane Rose email found in 2026.

What is Roxane Rose phone number?

Roxane Rose phone number is +14697335261 and +12149692694.

How to contact Roxane Rose?

To contact Roxane Rose send an email to [email protected] or [email protected]. If you want to call Roxane Rose try calling on +14697335261 and +12149692694.

What company does Roxane Rose work for?

Roxane Rose works for Merrill Lynch Wealth Management

What is Roxane Rose's role at Merrill Lynch Wealth Management?

Roxane Rose is Resident Director - Wealth Management Advisor, Senior Vice President

What industry does Roxane Rose work in?

Roxane Rose works in the Financial Services industry.