Rocco is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2006 after spending ten years managing the Retirement Services divisions of two large investment companies. At Merrill, Rocco provides Advisory and Wealth Management Services.  His clients consist of affluent families, professionals, business owners, and corporate executives and employees. 

Rocco is a Retirement Benefits Consultant and holds the Chartered Retirement Planning Counselor^TM designation.  He has also earned the Certified 401(k) Professional Designation from The Retirement Advisor University^® in collaboration with the UCLA Anderson School of Management Executive Education.  Rocco concentrates his practice in the following areas:

• Investments
• Retirement income strategies
• Corporate retirement plans; i.e. 401k, SEP, Defined Benefit, etc.
• Endowment & Trust Services
• College 529 Plans

Rocco earned his MBA in Finance from Saint Joseph’s University in 1999, and his undergraduate degree from LaSalle University. Rocco is also a graduate of The Institute for Employee Benefits Training in Philadelphia.

Rocco lives in Philadelphia with his wife Erika, and sons Rocco and Christian. He truly enjoys participating in many community activities, such as coaching youth baseball. He is also on the Board of Directors for the Christopher Doto Memorial Scholarship Foundation and volunteers at Guerin Recreation Center in Philadelphia.