Broker Check
Albert  Milano

Albert Milano

Financial Consultant, CA Insurance Lic. # 0B61189

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.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Sound Private Wealth is not owned or operated by Equitable Advisors, LLC or its affiliates.