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 2018-2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year), one of Forbes Magazine “America’s Top Women Wealth Advisors” in 2017-2021, 2023 (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year), one of Forbes Magazine "Top Women Wealth Advisors Best-In-State" in 2022-2023 (Published annually in February. Rankings based on data as of Sept 30 of prior year.), one of Financial Times Top 400 Financial Advisers in 2014, 2017 and 2019 (Published annually Mar – April. Rankings based on data as of June 30 of prior year), a top advisor in New York in Barron’s “America’s Top Advisors: State-by-State” in 2009 and 2014-2022 (Published annually in February-March. Rankings based on data as of September 30 of prior year), one of Barron’s Top 100 Women Financial Advisers in 2007-2022 (Published annually in June. Rankings based on data as of March 31 of current year), as well as Working Mother Magazine "Top Wealth Advisor Moms" from 2017-2021(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year). In 2008, she won the prestigious Bank of America Corporation’s David Brady Community Service 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. Moeder Salvino & Associates were named to Barron’s “Top 100 Private Wealth Management Teams” in 2021 (Published on April 16, 2021. Rankings based on data as of December 31, 2020). Moeder Salvino & Associates were listed to Forbes’ “America’s Top Wealth Management Teams Private Wealth” in 2022 (Published on November 8, 2022. Rankings based on data as of March 31, 2022), and “Best-In-State Wealth Management Teams” in 2023 and 2024 (Published annually in January. Rankings based on data as of March 31 of prior year.).
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 and is an Advisory Board Member of Marist College School of Management. 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..
Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos..
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Financial Times “400 Top Financial Advisers” list. Opinions provided by Financial Times (FT 400) and is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The award does not evaluate client service quality and is not indicative of any future performance success or a higher level of performance results. Rankings results are not an endorsement of the advisor. Compensation was not received from anyone for the study. Rankings produced annually by Ignites Research, a division of Money-Media, Inc on behalf of Financial Times. All right reserved.
*Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. 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.
*Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents, return on assets among other data points. Rankings do not reflect any one-client’s experience, future performance or outcome, endorse any advisor and are available for client evaluation only. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list. Opinions provided by SHOOK® Research, LLC considered women advisors with children living at home under 21 years of age and is based on telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and do not guarantee investment success or higher level of performance results and not an endorsement of the advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
*2021 Barron’s “Top 100 Private Wealth Management Teams” list. Rankings are based on the opinions of Barron’s which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron’s does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*2022 Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.