Alena Ilyushyna

Advisor at Merrill

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Credentials

Series 63, Series 66

Merrill logo

Firm

Merrill

Location

Upper Saint Clair, PA 15241

About

Alena Ilyushyna is a Financial Solutions Advisor at Merrill Lynch Wealth Management, joining the firm in 2024. With over 10 years of experience at Merrill, she works with professional practice clients, nonprofit organizations, and high net worth families. Alena provides guidance across a variety of investment products and portfolio strategies tailored to clients’ financial goals, life stages, and aspirations for their lifestyle and legacy.

She holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a Personal Investment Advisor (PIA). Alena earned both her Bachelor of Science and Master of Science degrees from Belarus State Economic University. Fluent in English and Russian, she combines her expertise with insights from Merrill and Bank of America to offer comprehensive investment solutions, including individualized portfolio allocations and market insights. Her background in the IT sector informs her focus on innovative market niches such as generative AI, cloud computing, and electric vehicles.

Alena is actively involved in community and cultural organizations, including service on the Board of Directors for the Lubbock Symphony Orchestra and participation in the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. She supports initiatives like Dress for Success and has interests in drawing, gardening, hiking, music, painting, and traveling. As a first-generation American, Alena is committed to empowering others and advancing causes related to the environment, animal welfare, and the arts.

Expertise

Wealth management Active portfolio management Real estate investing College savings (529s, UTMA, etc.) Caring for aging parents

Work history

Bank of America, N.A.

2025 - Present (1 year)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2024 - Present (2 years)

AIM Financial Strategies, LLC

2022 - 2024 (2 years)

Bank Of America, N.a.

2012 - 2021 (9 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2012 - 2021 (9 years)

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