Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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. His clients consist of affluent families, professionals, business owners, and corporate executives and employees.
Rocco is a Retirement Benefits Consultant and holds the Chartered Retirement Planning Counselor 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
• College 529 Plans
Rocco earned his MBA in Finance from Saint Joseph’s University in 1999, and 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 sons Rocco and Christian. He truly enjoys participating in many community activities, such as coaching youth baseball. He is also on the Board of Directors for the Christopher Doto Memorial Scholarship Foundation and volunteers at Guerin Recreation Center in Philadelphia.
English & Italian
Saint Joseph's University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Employee Benefits Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.