Merrill Lynch Financial Advisor Alicia L Ruberti 1305 Walt Whitman Road, Melville, NY 11747

Merrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs.

As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.

Through the Merrill Personal Wealth Analysis™ and the global resources of Merrill, Alicia and her team of experienced professionals build strong client relationships based on trust and personalized service. By understanding each client's unique financial situation and goals, Alicia helps design and implement personalized plans to help manage investment risk and pursue financial goals.

As a Certified Financial Planner, Alicia Ruberti is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Whether it's planning for retirement, saving for a home, or funding a child's education, Alicia works with clients to address fluctuations in the market and changes in their life to help them achieve their goals.