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 in the Global Wealth and Investment Management division of Merrill Lynch. He joined Merrill Lynch in 2006 after spending ten years managing the retirement services divisions of two large investment companies. At Merrill Lynch, 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
HOSTED BY: Candace Browning, Michael Hartnett & Chris Hyzy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Insurance Associate Specialist
Senior Wealth Management Lending Officer NMLS # 364508
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.