Alyssa Moeder has worked in financial services since 1991 and provides goal-based wealth management advice and services to multi-generational families, ultra high net worth individuals and institutions. Her focus is on sophisticated wealth planning, family dynamics and comprehensive investment management tailored to each client’s individual circumstances. Alyssa has been recognized as one of Forbes Magazine Best-in-State Wealth Advisors in 2020-2018, one of Forbes Magazine “America’s Top Women Wealth Advisors” in 2020-2017, one of Financial Times Top 400 Financial Advisers in 2019, 2017 & 2014, one of Financial Times 100 Women Financial Advisers in 2014, a top advisor in New York in Barron’s “America’s Top Advisors: State-by-State” in 2020-2014 and 2009, one of Barron’s Top 100 Women Financial Advisers in 2020-2007, Working Mother Magazine "Top Wealth Advisor Moms" from 2020-2017, one of Wealth Management Magazine’s Top 100 Wirehouse Advisors in 2016, as well as, one of Registered Rep Magazine’s Top 50 Wirehouse Women in 2015-2013. In 2008, she won the prestigious David Brady Award, which is bestowed upon the Merrill employee who most fully serves as an Essential Partner to his or her clients. In 2019, she was named a See It, Be It Role Model in InvestmentNews as part of their Diversity & Inclusion Awards.
Alyssa is Founder of the Women’s Exchange, a networking and mentoring program for the women at Merrill with over 5,000 members and now sits on the Advisory Council. In 2005 she received Merrill’s Leadership in Diversity Award. Alyssa has appeared on CNBC and has been featured in multiple publications including Barrons, Worth, Institutional Investor, Corporate Board Member, Working Mother and Town &Country on various topics surrounding personal wealth management.
Alyssa received her B.S. in Accounting from Marist College. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and a Certified Public Accountant license. She is a registered insurance agent by the States of New York, New Jersey, Connecticut and Florida. Alyssa serves on the Board of Directors of the Girl Scout Council of Greater New York. She lives in New York City with her husband and their three children.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions..
The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Merrill employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.
Source: The Barron's "Top 100 Women Financial Advisors" list, July 17, 2020. For more information about the selection criteria, go to http://details-he.re/k8v62H . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014 this Barron's list consisted of 1,000 advisors.
Source: Wealth Management Magazine's (formerly REP.) "Top 50 Wirehouse Women" list, August 1, 2015. For information about the selection criteria, go to http://details-he.re/YmYuUA. Wealth Management Magazine (formerly REP.) is a trademark of Penton Media, Inc. All rights reserved.
Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to http://details-he.re/YNDTvZ . The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved.
Source:The Forbes "America's Top Women Wealth Advisors" list, April 21, 2020. For more information about the selection criteria, go to http://details-he.re/V5tDPQ . Forbes is a trademark of Forbes Media LLC. All rights reserved.
Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA. WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.
Source: The Financial Times Top 100 Women Financial Advisers, November, 2014. For information about the selection criteria, go to http://www.ft.com/intl/reports/top-women-financial-advisers. All rights reserved.
Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
Source: The Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list, September 29, 2020. For more information about the selection criteria, go to http://details-he.re/c1EuD0 . SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.
Source: InvestmentNews August 5, 2019. Financial advisors or industry professionals recognized for this award had to meet eligibility requirements as effective role models for encouraging diversity and promoting an inclusive culture within the financial industry.
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. Such rankings should not be construed as an endorsement of the advisor.
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