Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
New York, NY 10036
Rocco Papandrea is an International Wealth Advisor with Merrill Lynch Wealth Management. He has over 30 years of experience in financial and wealth management, having joined Merrill Lynch in 1995 and founded PSS & Associates in 2004. Rocco specializes in goals-based wealth management and focuses on retirement, trust, and estate planning services for individuals, corporations, small to mid-size business owners, non-profit organizations, and international clients. His client focus areas include institutional and corporate benefit services, institutional investment consulting, services for endowments and foundations, legacy planning, liquidity management, philanthropic planning, as well as sports and entertainment.
Rocco holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plans Specialist™ (CRPS™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®). He earned a Bachelor’s Degree in Business from New York University’s Stern School of Business and completed an Accredited Certificate Program at New York University. Throughout his career, Rocco has received recognition such as the Merrill Lynch David Brady Community Service Award and multiple listings on the Forbes "Best-in-State Wealth Advisors" as well as The Financial Times Top 400 Financial Advisors.
In addition to his professional career, Rocco serves on several boards and community organizations. He is Vice Chair and Board Member of Ascendant Neighborhood Development Corporation, Chair of the Audit Committee for SOMOS Community Care, and a Trustee for Cathedral Preparatory High School and Seminary. Rocco is also a Knight Commander of the Equestrian Order of the Holy Sepulchre. Born and raised in Brooklyn, he currently resides in Tribeca, New York City with his family. His personal interests include golfing, music, skiing, traveling, and watching movies.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1995 - Present (31 years)
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