Jose Alegria Arroyo

Jose Alegria leads the Alegria, Aleman & Associates Group at Merrill. The group offers financial, investments, retirement planning , cash management and access to Bank of America’s lending opportunities advice for individuals, businesses and institutions.

With over 30 years of professional experience, Mr. Alegria began his professional career at KPMG Peat Marwick in 1990 through 1997. A CPA, Mr. Alegria, achieved the position of Audit Manager in charge of major Financial Services accounts.
In 1997, Mr. Alegria joined Liberty Global - Puerto Rico Inc. as its Chief Financial Officer handling Accounting, Tax and Treasury functions and in 1999 became the Company’s Managing Director, handling all Operating and Administrative functions through the year 2009, when he returned to the Financial Services line of business as a Financial Advisor for Merrill Lynch Wealth Management.

Mr. Alegria graduated Magna Cum Laude from the University of Puerto Rico with an Accounting major, and holds both Series 7 and Series 66 FINRA registrations as well as an Insurance Solicitor License for Life and Variable annuities from the Puerto Rico Commissioner of Insurance.

Recognitions
Forbes “Best-in-State Wealth Advisors” 2024 list 2024, 2023, 2022
Published annually Jan - April. Rankings based on data as of June 30 of prior year.

Forbes “Best-in-State Wealth Management Teams” list 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.




Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK^® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.