Why I am doing this?

Ever heard the saying, "If you fail to plan, then plan to fail?" It’s a hard truth, and one that I don’t want my clients to have to face; but if they do have to face it, they won’t do so alone. You and your family deserve a trustworthy advisor.

Many of my clients are people who find themselves with the unexpected responsibility of managing the family finances, often inherited under stressful circumstances including death of a loved one, the pain of divorce or an untimely separation from the company that they’ve dedicated their lives to.

When dealing with any of these traumas, the last thing you need is the overwhelming concern of how to navigate the issues of financial liquidity, in addition to going through the grieving processes associated with loss. My focus as a wealth advisor is to provide my clients with a plan before they encounter these situations and, when necessary, help to support and direct them through the turmoil of loss to the other side of stability, growth and marked financial security to prevent future strain on themselves and their families. And that financial plan should be custom tailored for you.

Having been suddenly single at a young age with two small girls, dealing with the death of loved ones including my beloved sister and amazing parents and having also been an esteemed executive at the pinnacle of a career when a company merger forced tough decisions, my passion for protecting others from experiencing pain, panic and financial uncertainty is very, very personal.

We can’t trade our past, but we can learn from it and pay it forward, which is what I love to do every single day at Morgan Stanley. I help my clients create personal income plans, show them how to incorporate safe money strategies into their portfolio and offer an ongoing series of events, Women & Wealth, to educate, engage and show others how to build financial confidence to overcome and thrive from whatever life sends their way.
Services Include
  • Wealth Management1
  • Divorce Financial Analysis2
  • Financial Planning3
  • Long Term Care Insurance4
  • Planning for Education Funding5
  • Retirement Planning6
  • 401(k) Rollovers
Securities Agent: NJ, VA, TX, SC, PA, NY, MA, FL, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1062446
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A seasoned professional with more than 30 years experience, Adelina has dedicated her career to helping individuals and families achieve their long term goals. Her approach includes a disciplined purpose driven process and a commitment to delivering tailored advice and ongoing financial education. She works carefully to understand her clients goals and values, so together they can establish appropriate strategies to help achieve their objectives.

Adelina began her financial services career at JP Morgan Chase and developed her institutional business acumen in training & development, client management and sales & marketing. She received her B.S. from St. John Fisher College in 2001. In 2011 she served as Assistant Manager for the Rochester branch of Canandaigua National Bank, and shortly after was a vice president in business development at Genesee Valley Trust Company.

Adelina takes pride in being able to leverage her previous experience to motivate clients to do what is best for them. She focuses on creating trusting relationships, helping clients simplify their lives so they may pursue their dreams and enjoy the wealth they have worked very hard to create.

Adelina currently lives in Churchville NY with her husband Bob. They have four grown children, and two very precious grandchildren. Aside from spending time with her family, Adelina enjoys cooking and baking, skills she honed at The Culinary Institute of America - New York.

Events

Stay tuned for upcoming events!

    Location

    300 Linden Oaks
    Suite 200
    Rochester, NY 14625
    US
    Direct:
    (585) 385-5167(585) 385-5167
    Toll-Free:
    (800) 877-4697(800) 877-4697
    Fax:
    (585) 486-1633(585) 486-1633

    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

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    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Adelina Ranalletta today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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