The Altadonna Group
Merrill Lynch Wealth Management
Two Bala Cynwyd Plaza
Bala Cynwyd PA 19004
(610) 668.6160
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We are a seven-person multi-generational Private Wealth Management team focused on the unique needs of select high net worth families. We offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill and Bank of America. Our commitment to helping your family extends to future generations. It is our steadfast goal to develop and maintain long-term relationships and to be a valued resource for you and your family—today and tomorrow.
The Altadonna Group
Welcome

Managing your wealth begins with a deep understanding of your family’s complete financial picture. Knowing what matters most to you helps us create a sustainable strategy to navigate changing and complex market conditions.

Inventory of Services We Provide through Merrill and/or Bank of America:

  • Alternative Investments
  • Behavioral Finance Education
  • Business Succession Planning
  • Cash Management
  • Corporate Executive Services
  • Custom Credit
  • Education Planning
  • Employer Retirement Services
  • Insurance
  • Investment Management
  • Medical & Dental Practice Services
  • Mortgage & Home Equity Lending
  • Philanthropic Services
  • Private Banking
  • Retirement Planning
  • Tax Minimization & Planning Strategies
  • Trust & Estate Planning

    *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

About Us
Why should you do business with us?

Because your financial future is too important to leave to chance. We provide the professional advice and premium service you deserve, backed by a team whose expertise and experience have guided countless clients over the past 20 years. Our clients trust us to help them make the most impactful financial decisions of their lives.

Meet Our Team
Victor Altadonna Sr,

CPFA®, CRPC™

Managing Director, Senior Resident Director
610.668.6160
Victor Altadonna,

AWMA™, CFP®, CRPC™

Financial Advisor
610.668.6140
Ryan Michael Swan,

CRPC™

First Vice President, Senior Relationship Manager
610.668.6195
Lisa Downey
Officer, Wealth Management Client Associate - RDA
610.668.6127
Analeigha Ortega,

CFP®

Assistant Vice President, Wealth Management Associate
610.668.6112
Alexandra Gannon
Officer, Wealth Management Client Associate
610.668.6145
Francesco  Altadonna
Francesco Altadonna
Wealth Management Client Associate
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.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Elizabeth M Burlinson
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #364508
John Ventura
Investment Solutions Group Portfolio Strategist
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.