Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Rocco is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2006 after spending ten years managing the retirement services divisions of two large investment companies. At Merrill, Rocco provides Advisory and Wealth Management Services. Clients consist of affluent families, professionals, business owners and corporate executive and employees.
Rocco is a Retirement Benefits Consultant and holds the Chartered Retirement Planning CounselorSM designation. He has also earned the Certified 401(k) Professional Designation from The Retirement Advisor University® in collaboration with the UCLA Anderson School of Management Executive Education. Rocco concentrates his practice in the following areas:
• Retirement Income strategies;
• Corporate retirement plans; i.e. 401k, SEP, Defined Benefit, etc;
• Endowment & Trust Services; and,
• College 529 Plans.
Rocco earned his MBA in Finance from Saint Joseph’s University in 1999. He received his undergraduate degree from LaSalle University. Rocco is also a graduate of The Institute for Employee Benefits Training in Philadelphia.
Rocco lives in Philadelphia with his wife Erika and son Rocco, and truly enjoys participating in many community activities. He is on the board of directors for the Christopher Doto Memorial Scholarship Foundation and coaches youth baseball. Rocco also volunteers at Guerin Recreation Center in Philadelphia.
English & Italian
Saint Joseph's University
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Retirement Plan Manager
Senior Wealth Management Lending Officer
Bank of America, N.A.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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