Alberto started his career at Merrill Lynch Wealth Management in 1999. His primary focus has been assisting High Net Worth families and individuals with their Wealth Management and Banking needs. He is a graduate from St. Mary’s University with a Business Administration degree. He double majored in Finance and Risk Management. He is a Senior Portfolio Advisor in the firm’s Investment Advisory Program and has completed the Merrill International Accreditation Program. Alberto was named as one of the Top Advisor’s under 40 by On Wall Street in 2014 (Published on June 29,2015. Rankings based on data as of Sept 30, 2014).
*Source: On Wall Street “Top 40 Advisors Under 40” list, published on June 29, 2015. Rankings based on data as of Sept 30, 2014.
On Wall Street is a national publication serving the retail brokers and financial services industry On Wall Street published “Top 40 Advisors
Under 40” list, compiled using data solicited from the advisors’ employers. Individual trailing 12-month production for each advisor was
the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect
an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment
outcome.*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
*Banking Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
