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Cpm Frank Di Rocco Cpwa

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Cpm Frank Di Rocco Cpwa

Private Wealth Advisor, Managing Director | Merrill Lynch

Miami, Florida, United States

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Cpm Frank Di Rocco Cpwa

Summary

Frank Di Rocco is a seasoned Managing Director and Private Wealth Advisor with over four decades of experience in the financial services industry. He joined Merrill in 1981 and played a pivotal role in establishing the Merrill Lynch Miami International Office in 1985. With a strong academic background, holding degrees in Political Science and Economics, Frank also completed prestigious programs at Columbia University and the University of Chicago. He is recognized for his expertise in estate and wealth structuring, as well as high net worth portfolio management. Fluent in multiple languages, including Italian and Spanish, he brings a global perspective to his advisory role. Frank has received accolades such as Forbes' "Best-In-State Wealth Advisors," underscoring his commitment to excellence in wealth management. His long tenure at Merrill reflects a deep loyalty and stability in his professional journey. Passionate about empowering clients, he focuses on tailored strategies for wealth preservation and growth.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cpm Frank Di Rocco Cpwa

Work Experience

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Private Wealth Advisor, Managing Director at

Merrill Lynch

Present

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Private Wealth Advisor, Managing Director at

Merrill Lynch

June 1981 - Present

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Cpm Frank Di Rocco Cpwa

Education

University of Chicago, Accredited Certificate Program

January 2013 - January 2013

Columbia University, Accredited Certificate Program

January 2011 - January 2012

University of Central Florida, Bachelor's Degree

January 1976 - January 1980

Frequently Asked Questions about Cpm Frank Di Rocco Cpwa

What is Cpm Frank Di Rocco Cpwa email address?

Cpm Frank Di Rocco Cpwa's primary email address is ***********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cpm Frank Di Rocco Cpwa work for?

Cpm Frank Di Rocco Cpwa is a Private Wealth Advisor, Managing Director at Merrill Lynch, a company specializing in Business services, nec.

Where Cpm Frank Di Rocco Cpwa graduated from?

Cpm Frank Di Rocco Cpwa holds a degree in from University of Chicago.

How can I directly contact Cpm Frank Di Rocco Cpwa?

To contact Cpm Frank Di Rocco Cpwa directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.

Is Cpm Frank Di Rocco Cpwa an immigrant?

Yes, Cpm Frank Di Rocco Cpwa is an immigrant and currently based in United States

Who is Cpm Frank Di Rocco Cpwa?

Frank Di Rocco is a seasoned Managing Director and Private Wealth Advisor with over four decades of experience in the financial services industry. He joined Merrill in 1981 and played a pivotal role in establishing the Merrill Lynch Miami International Office in 1985. With a strong academic background, holding degrees in Political Science and Economics, Frank also completed prestigious programs at Columbia University and the University of Chicago. He is recognized for his expertise in estate and wealth structuring, as well as high net worth portfolio management. Fluent in multiple languages, including Italian and Spanish, he brings a global perspective to his advisory role. Frank has received accolades such as Forbes' "Best-In-State Wealth Advisors," underscoring his commitment to excellence in wealth management. His long tenure at Merrill reflects a deep loyalty and stability in his professional journey. Passionate about empowering clients, he focuses on tailored strategies for wealth preservation and growth.

Cpm`s contact details

mail

***********@ml.com

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