Alberico M. Sessa, Cfp®
About Alberico M. Sessa, Cfp®
Alberico M. Sessa, CFP®, is a Senior Vice President in Wealth Management and a Wealth Advisor with over 30 years of experience in the field. He currently works at Morgan Stanley after a long tenure at UBS and Merrill Lynch, specializing in retirement income generation and investment portfolio construction.
Work at UBS
Alberico M. Sessa has served as Senior Vice President in Wealth Management at UBS since 2012. In this role, he functions as a Wealth Advisor and CFP®, focusing on providing tailored financial strategies to clients. His responsibilities include generating retirement income and constructing investment portfolios aimed at managing risk while maximizing returns. During his tenure at UBS, he has led a team of professionals dedicated to delivering high-quality service and attention to client needs.
Current Role at Morgan Stanley
In 2023, Alberico M. Sessa joined Morgan Stanley as Senior Vice President in Wealth Management, working as a Financial Advisor in Toms River, New Jersey. This position marks a new chapter in his career following an 11-year tenure at UBS. At Morgan Stanley, he continues to apply his extensive expertise in wealth management, focusing on client service and financial planning.
Education and Expertise
Alberico M. Sessa earned a Bachelor of Science degree in Consumer Economics from the University of Maryland, where he studied from 1988 to 1992. His educational background laid the foundation for his extensive career in wealth management, which spans over 30 years. He specializes in various areas, including asset and liability management, retirement asset accumulation and distribution, and wealth transfer strategies.
Professional Background
Before his current roles, Alberico M. Sessa spent 20 years at Merrill Lynch as a Wealth Management Advisor and Senior Resident Director from 1992 to 2012. His long-standing experience in the financial services industry has equipped him with the skills necessary to navigate complex financial landscapes and provide comprehensive wealth management solutions.
Personal Life
Alberico M. Sessa resides in Colts Neck, New Jersey, with his wife Jami and their three daughters. His family life is an integral part of his identity, and he balances his professional commitments with his responsibilities at home.