The Roman Group

Global Wealth Management

1050 HINGHAM STREET
Floor 02
ROCKLAND, MA 02370

Phone: (781) 2615722
Email:

PROFESSIONAL STAFF

	(888) 271-1403	Resident Director
	(781) 261-5722	Financial Advisor
	(781) 261-5743	Client Associate

PROFESSIONAL PROFILE

The Roman Group establishes long-lasting client relationships by maintaining the highest standards of quality, professionalism and integrity.

Mark Roman is a Vice President and Resident Director of the South Shore Office. He has been designing and managing financial and investment programs for individuals, corporate executives and their families for 15 years. Mark specializes in asset and debt management, retirement and education forecasting, income accumulation and distribution strategies, and overall client and team strategies. He holds the series 6, 63, 65, 7, 9, and 10 licenses.

Prior to joining Merrill Lynch, Mark enjoyed a baseball career with the Detroit Tigers after graduating with a BS in political science from the College of the Holy Cross in Worcester, MA. Mark now resides in Norwell with his wife, Molly, and 4 daughters.

Frank Perfetuo holds a Chartered Financial Analyst designation and has 18 years of industry experience. Prior to joining Merrill Lynch he was a portfolio manager and managed over $400 million in assets for a mutual fund company. He also holds the series 7 and 66 licenses. Frank is responsible for the investment of client assets, portfolio and risk management, and the team’s investment strategy.

Frank has a BA in Quantitative Economics from Framingham State College and a MBA from Suffolk University. He is also a member of the Boston Securities Analyst Society and the CFA Institute. He resides in Plympton, MA with his wife, Eve, and their 3 children.

Mary Quinlan joined Merrill Lynch in 2007 from a career in Boston at a financial institution supporting the President and CFO. She is our client service specialist and is responsible for providing all administrative support and delivering a comprehensive program for our private banking services.

Mary holds a BA in Psychology from Curry College. She resides in Plymouth with her husband, Jim, and their 2 children.

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Mark Roman, VP is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Francis Perfetuo is registered to do business in: CA, CO, CT, FL, MA, MD, ME, NH, NJ, NY, RI, SC, VA

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The Roman Group

Client Commitment