Tania Rosales
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Tania Rosales is a Financial Advisor with Merrill Lynch Wealth Management. She began her career in the financial services industry in 2018, having previously worked with Bank of America and Merrill starting in 2015. Tania holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).
Throughout her career, Tania has worked with a diverse range of clients, from young professionals to retirees, assisting them in investment planning, retirement planning, estate planning services, and wealth management. She follows a disciplined process focused on understanding each client’s individual circumstances, goals, and values to develop personalized financial strategies. Tania is recognized as a Senior Portfolio Advisor and manages discretionary investment strategies utilizing Merrill Lynch Wealth Management model portfolios and third-party investment options.
Tania earned her high school diploma from Golestane Kabir. She is involved with Junior Achievement of Central Maryland and enjoys recreational activities including biking, hiking, music, reading, running, swimming, traveling, and yoga. She often spends time outdoors with her family exploring new trails.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General retirement planning
General estate planning guidance
Demographic focus
Young Professionals
Approaching retirement
Retired
Parents
Location
200 S Biscayne Blvd
Miami, FL 33131
Most active in
Tania R has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Virgin Islands
Work history
Merrill
2025 - Present (1 year)
UBS Financial Services
2015 - 2025 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Michael L
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Leon S
Series 65
Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
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