Merrill Lynch Financial Advisor Kyle Matthew Roaf

Welcome to Merrill Lynch in Lake Oswego, OR. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

We serve the pursuits of individuals, families, and companies with tailored financial planning and advice. "We're a fiduciary: we're part of the 2% of firms that actually look out for the interests of our clients. We're B-Corp certified: we meet the highest standards to our community, industry, employees, and environment For wealth advisory: You receive credentialed experts that can build comprehensive financial plans across anything your money touches.

Welcome to Merrill Lynch in Portland, OR. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.