Rocco Rugnetta
,
First Vice President, Senior Financial Advisor
NMLS #533890
Two Bala Cynwyd Plaza
Bala Cynwyd, PA 19004
610.668.6192
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Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.
Profile

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 CounselorTM 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.

Meet Our Professional Staff
Alexandra Gannon
Officer, Wealth Management Client Associate
610.668.6145
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.
Elizabeth M Burlinson
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #364508
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Aileen T. Takio
Employee Benefits Specialist
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Rocco Rugnetta is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WY.