Merrill Lynch Financial Advisor Rocco Rugnetta

Merrill Lynch Financial Advisor Rocco Rugnetta, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a trusted institution offering personalized financial advisory and wealth management services. Rocco, a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, has over a decade of experience in managing retirement services and specializes in providing advisory services to affluent families, professionals, business owners, and corporate executives. With a focus on investments, retirement income strategies, corporate retirement plans, endowment & trust services, and college 529 plans, Rocco is dedicated to helping clients achieve their financial goals.

Rocco holds an MBA in Finance and has earned designations such as Chartered Retirement Planning Counselor and Certified 401(k) Professional. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By understanding each client's unique goals and priorities, Rocco and his team create customized financial strategies that evolve with changing life circumstances and market conditions.

Through the Merrill Personal Wealth Analysis™ process, Rocco helps clients build and document personalized financial plans tailored to their individual needs. By leveraging research in behavioral finance and the Investment Personality Assessment, Rocco gains deeper insights into each client's investing preferences and goals, allowing for a more customized approach to wealth management.

Rocco's dedication to helping clients achieve financial success extends beyond investment advice, focusing on building long-term relationships centered on each client's personal aspirations. With a commitment to transparency, simplicity, and ongoing communication, Rocco aims to guide clients through the complexities of investing and wealth planning, helping them reach their financial goals at every stage of life.

As a Merrill Lynch Wealth Management Advisor, Rocco is registered to do business in multiple states and offers comprehensive financial solutions through Bank of America. By working closely with clients to understand their unique financial situations and priorities, Rocco and his team design customized investment approaches that reflect each client's individual needs and goals. Whether planning for retirement, funding a child's education, or navigating market fluctuations, Rocco is dedicated to helping clients achieve their financial aspirations and stay on track to reach their goals.