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History

Roger L Merrill established Merrill Financial Associates in 1991, after nearly two decades with the Northwestern Mutual Financial Network. As a career insurance and investment advisor, Roger helped clients reach their financial goals through life insurance, annuities, and investments. He developed an extensive background in survivorship planning, wealth accumulation and management, and retirement planning. Roger also worked with a host of individuals, businesses, and estates, planning for their futures.

In October of 2007, Roger retired from Northwestern Mutual and joined Commonwealth Financial Network®, an independent Registered Investment Advisory firm headquartered in Waltham, Massachusetts and San Diego, CA. This move has allowed the firm to focus its efforts on advisory wealth management. In this capacity, the firm's primary function is helping you, the investor, grow your wealth to help reach your personal and financial goals.