Alberta Mceuen is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her career at Merrill Lynch Wealth Management in 1984 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded through the Certified Financial Planner Board of Standards, Inc. Alberta earned her Bachelor's Degree from Texas A&M University.
Her expertise encompasses a range of focus areas including college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, special needs planning strategies, women and wealth, tax minimization, and retirement income. Alberta has been recognized by Forbes with multiple honors such as "Best-in-State Wealth Advisors" and "America's Top Women Wealth Advisors" lists.
Alberta has been involved in community service, having served on several charitable boards in Pinellas County. She is a former President of the Resource Center for Women and has contributed to the Lighthouse for the Visually Impaired. Her personal interests include adventure sports, boating, hiking, horseback riding, spending time with her family, and traveling.