The Altadonna Group

What makes us different?

Our unwavering client focus. We don't just offer a broad list of services; we anticipate our client's needs, identifying potential obstacles before they arise. Our team has a proven track record, having helped our clients make their most critical financial decisions with confidence. This deep experience, combined with our absolute dedication to a first\-class client experience is what truly sets us apart.

Who do we work with?

We serve a diverse range of clients, but they all share a common need: more free time and expert guidance. Our clients include Fortune 500 executives, small business owners, retirees, young professionals, large family trusts and employer sponsored retirement plans. They all rely on our team's expertise to navigate their careers, family life and the markets freeing them to focus on what truly matters most.

How do we do what we do?

We start by getting to know you and your family personally. Our goal is understand the most important aspects of your life—your family, your aspirations, even your deepest concerns, and the ultimate purpose behind your wealth. We then take a deep dive into your finances and connect them with what's most important to you. Once we agree upon a strategy, we proactively anticipate and plan for any potential roadblocks and then meet regularly to make sure we're on track. In between meetings, our team is readily available via phone, email or text to take care of all your day\-to\-day financial operations for you and your family. Our pledge to our clients is for them to never have to call an 800 number or walk into a branch unless absolutely necessary. Our client experience is the equivalent of first\-class flying: You can sit back, relax, and enjoy your time while our team caters to you and your family's financial needs.

Why do we do what we do?

Because we believe everyone deserves expert guidance and a true sense of financial security. We know how overwhelming financial decisions can be, and our passion lies in simplifying that complexity, providing clarity, control and confidence. We find it incredibly rewarding to help our clients achieve their ambitions and protect what they've worked so hard for.

What do we do?

Our core function is to provide the expert guidance and unwavering support our clients need to make their most significant life choices with assurance. We know that navigating complex events such as retirement planning, family transitions or real estate transactions can be overwhelming and confusing. We serve as our client's personal CFO, offering a steady hand and clear direction through each experience.

Who are we?

We are a multi\-generational team of financial professionals hailing from NY and Greater Philadelphia. Vic Sr started the family business in 2004 and it has grown to include his own children and other teammates through relationships built over the years. We have a common love of spending time with family, great food, Philly sports, healthy lifestyles and serving our clients.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition