Kyle Roaf
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Kyle Roaf
As a Merrill Financial Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs. I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client\'s family, their financial situation and what matters most to them. Then I can help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients\' financial lives. I am driven by my passion for delivering excellent service and to help educate my clients about investing and the financial markets.
Experience
Financial Advisor
Mar 2023 — Present
Education
Oregon State University
Bachelor's Degree
1979 — 1984
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