Randall Roman

Randall Roman is Senior Vice President and Senior Wealth Management Advisor at OpenArc Corporate Advisory. With more than two decades of experience in the financial services industry, Randy focuses on helping high-net-worth individuals and their families develop strategies to meet both short- and long-term financial goals. His areas of focus include retirement planning, estate planning, and investment strategy. He holds FINRA Series 7, 9, 10, 63, and 66 licenses.

Before joining OpenArc, Randy was a Senior Financial Advisor at Merrill Lynch, where he was part of the Global Corporate and Institutional Advisory Services team. His work there helped him develop a deep understanding of the complex financial needs of corporate executives and institutional clients.

Originally from Puerto Rico, Randy has lived in the Atlanta area for many years with his wife and three children. A passionate baseball fan and lifelong supporter of the New York Mets, he also coaches a local youth travel baseball team.