Ruberti Kroleski Wealth Management Group

Merrill Lynch Wealth Management
300 Broadhollow Road
Melville NY 11747
(631) 351.5062
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Meet Our Team
Alicia Ruberti,

CFP®

Vice President, Wealth Management Advisor
631.351.5062
Kathryn Kroleski
Financial Advisor
631.351.5001
Matthew J. Russo
Registered Wealth Management Client Associate
631.351.5155
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.
Alan Kreit
Wealth Management Lending Officer
NMLS #690784
Bank of America, N.A.
Paul Vincent Barbarino
Employee Benefits Specialist
Bank of America, N.A.
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
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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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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.