THE DE MARCO GROUP is a nationally recognized, elite goals-based wealth management practice dedicated to serving a select number of high net worth individuals, families, families with special needs, business retirement plans and foundations. We have a passion for excellence, strive to exceed expectations and are committed to providing objective and customized advice and guidance. Our mission is to provide simplicity and a sense of financial well being to our clients. Our strongest desire is to have a have a meaningful and lasting impact on their lives.
Since 1981, THE DE MARCO GROUP has expanded to include seven professionals with more than 149 years of combined experience. We serve 150 households who have entrusted us with more than $400 million in assets (as of May 2013). Our highly consultative relationships are grounded in and reflective of each client’s values, goals and needs. As stewards of our clients’ financial future we provide holistic and customized wealth management strategies focused on generational succession and family wealth education. Our Group prides itself on being able to offer the vast, global resources of Bank of America Merrill Lynch along with the highly personalized service of a private bank or family office. Clients who choose to work with us feel our passion and commitment in all we do. We are more than Wealth Management, we are a Life Management Advisory Team.
EDYTHE M. DE MARCO, founder of The De Marco Group, joined Merrill Lynch in 1981 after receiving her Bachelor of Science and Commerce in Finance from Santa Clara University. She is a Senior Vice President, Wealth Management Advisor, Personal Investment Advisory Program® Portfolio Manager and a Certified Special Needs Advisor*. She holds the designation of CERTIFIED FINANCIAL PLANNER™ awarded by the Certified Financial Planner Board of Standards, Inc., and is a member of the distinguished Merrill Directors’ Circle.
Edye has been recognized by BARRON'S, in its 2009, 2010, 2011, 2012 and 2013 editions as one of the "Top 1000 Financial Advisers" in the United States. She is the only woman to have received this honor in Rhode Island for five straight years. Her Team has been nationally recognized by Merrill Lynch as having one of the top advisory practices at the firm. Edye has been featured in BARRON’S, THE NEW YORK TIMES and PROVIDENCE BUSINESS NEWS.
Edye is a member of the Alexis de Tocqueville Society of the United Way of Rhode Island and serves on the Finance Committee for St. Martin's Church in Providence. She is the former co-chair of the Merrill Lynch Women's Exchange, a forum for women in Global Wealth & Investment Management to enhance both professional and personal development and provide volunteer opportunities. Her prior Board positions include Trinity Repertory Company, the United Way of Rhode Island, the Planned Giving Council of Rhode Island, the French-American School of Rhode Island and the Women's Center of Rhode Island.
BRENDAN P. McCARTHY joined Merrill Lynch in 2002 after receiving his B.S.B.A. in Finance and Economics from Suffolk University. He is an Assistant Vice President and holds the designation of CERTIFIED FINANCIAL PLANNER™ awarded by the Certified Financial Planner Board of Standards, Inc., and Certified Financial Manager**. Brendan oversees the investment strategy for more than $400 million in client assets (as of May 2013). He specializes in using both strategic and tactical disciplines with an emphasis on risk management, tax minimization and wealth preservation. Brendan currently serves on the Board of Trustees for Trinity Repertory Company and is involved in Malden Catholic High School alumni activities.
DIANE J. FIORE, Registered Senior Client Associate, has more than 38 years' experience in the financial services industry and has previously owned her own seat on the New York Stock Exchange. Diane joined THE DE MARCO GROUP in 2007 and oversees all account administration and private banking needs for its clients. Due to her unwavering passion for excellence and commitment to personal service, Diane has been recognized as one of the "Top 100 Client Associates" at Merrill Lynch for the years 2009 through 2012.
ERIN D. COMINOLE, Client Associate, joined THE DE MARCO GROUP in September of 2011. She has more than eight years of experience in the financial services industry and is a graduate of Johnson & Wales University. Erin is devoted to providing superior customer service and is responsible for marketing, technology and client concierge services.
MATTHEW H. DI TOMASSO, Financial Advisor, has been in the financial services industry for more than eighteen years. Prior to joining Merrill Lynch in 2011, Matt worked at Fidelity Investments where he specialized in retirement plans for small to medium sized business. Matt is a Certified Special Needs Advisor*, a graduate of Western New England University and is currently pursuing his Master’s Degree at the University of Rhode Island. Matt currently serves on the Board of Directors for Families First and the North Kingstown Soccer Association. He is also a volunteer for the March of Dimes.
ALESSANDRO L. MUSTO, Financial Advisor, began his career in the financial services industry in 2007. He joined the Mutual Fund Services Division of Computershare where he was responsible for relaying fund changes to shareholders. Alessandro joined Merrill Lynch in 2010 as an Investment Specialist, became a Financial Advisor in 2012 and joined The De Marco Group in 2013. He holds Certified Investment Management AnalystSM certification and is a graduate of Northeastern University with a Bachelor of Science in Finance and Accounting. Alessandro participates in local cancer walks, helps build affordable housing and is involved with Xaverian Brothers High School alumni activities.
Wealth Management Banking
You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, we can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Michelle A. Couture, Vice President, Wealth Management Banker, supports The De Marco Group. Michelle has been in the financial services industry since 1989 and joined Bank of America in 2000.
*Certified Special Needs Advisor (CSNA) designation, is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.
**Certified Financial Manager (CFM) designation, is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a