Alicia Ruberti
,

Assistant Vice President, Wealth Management Advisor

1305 Walt Whitman Rd
Melville, NY 11747
631.351.5062
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Alicia has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. She is dedicated to taking the time to get to know clients and to helping them identify and prioritize their financial goals. By using a goals-based wealth management process she develops financial strategies tailored to clients’ needs. Through the investment insights of Merrill and the banking convenience of Bank of America Alicia is able to offer guidance in investments, retirement lifestyle planning, insurance needs, education funding, home financing (NMLS ID 1410418), multi-generational wealth transfer strategies and banking and lending needs. Alicia works to provide an exceptional level of care and service for her clients. She is a graduate of Adelphi University in Garden City, NY and has lived on Long Island since 2003.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
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.
Jazmin Adorno
Wealth Management Banking Specialist
Merrill
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Alicia Ruberti is registered to do business in CA, CO, CT, FL, GA, IL, KY, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.