Merrill Lynch Financial Advisor Theodore Roman

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Theodore Roman is a financial advisor based in Greenwich, Connecticut, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Theodore specializes in providing personalized financial planning and investment management services. His practice is dedicated to helping clients achieve their financial objectives through a comprehensive understanding of their unique circumstances.

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