Albert Milano

During my 25-year tenure with Equitable, in addition to working with my own clients, I managed a staff of financial advisors, where I was responsible for their development. I have also served as the Branch Life Specialist for Equitable's Long Island Branch, where I collaborated with and trained financial professionals to deliver customized life insurance solutions to clients. More recently, I have focused on working with my clients to achieve their financial objectives. My approach is to develop long term relationships with my clients helping to adjust their financial strategies when life events, the economic environment, and/or legislative changes affect their situation. In recognition of my efforts to date, I was admitted to Equitable's Hall of Fame.

I have developed longstanding personal relationships with clients and helping them retire with dignity and secure their family's financial future. My approach in working with clients is to 1st understand their goals and then work with them to develop an optimal solution, specific to their need.

Key areas where I focus:

• Risk Management and Life Insurance 
• Retirement Planning and Distribution Strategies
• Asset Management
• Estate Planning
• Long Term Care
• Business Strategies
• College Planning

Prior to joining Equitable, I worked in Mergers and Acquisitions for several foreign investment banks. I also worked as a consultant for a major accounting and consulting firm. I have a BSBA in finance from Georgetown University and an MBA in finance from the University of Chicago.