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 six professionals with more than 150 years of combined experience. We serve 150 households who have entrusted us with more than $470 million in assets (as of September 2014). 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, a 32-year veteran of Merrill Lynch, is a Senior Vice President, Wealth Management Advisor, Personal Investment Advisory® Program Portfolio Manager and founder of The De Marco Group. She holds the designation of CERTIFIED FINANCIAL PLANNERTM, awarded by the Certified Financial Planner Board of Standards, Inc. Her team has been nationally recognized by Merrill Lynch as being one the top advisory practices at the firm. Edye has been recognized by BARRON'S magazine, since 2009, as one of the country's "Top 1000 Financial Advisors" and, in 2014, as one of the "Top 1200". She is the only woman to have received this distinction in Rhode Island for six consecutive years and currently ranks as the state's top woman Financial Advisor (as of February 24,2014). Edye has been interviewed on topics such as Kids and Money, Women and Money, Divorce and Money, Healthcare in Retirement and Organizing One's Financial Life. She 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. Edye also serves on the Board of Directors of Foster Forward, an organization dedicated to supporting children and families impacted by foster care. She is a member of the Merrill Lynch "Peer to Peer" faculty and the Women's Exchange Mentor Program, coaching financial advisors throughout the country. Edye has formerly served as a member of the Merrill Lynch Diversity & Inclusion Council and was 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 for them. Edye's board service has included Trinity Repertory Company, French-American School of Rhode Island, and the United Way of Rhode Island, Ocean State Lyric Opera, the Planned Giving Council of Rhode Island and the Women's Resource Center of Rhode Island. Edye received a Bachelor of Science and Commerce degree in Finance from Santa Clara University in 1981.
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. Brendan oversees the investment strategy for more than $430 million in client assets (as of February 2014). He focuses 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.
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 Analyst® certification and is a graduate of Northeastern University with a Bachelor of Science in Finance and Accounting.
RACHEL E. LARIVIERE, Registered Client Associate, joined THE DE MARCO GROUP in November of 2014. She began her career in the financial services industry in 2012 and is a graduate of Central Connecticut State University. Rachel is devoted to providing superior customer service and is responsible for marketing, technology and client concierge services.
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. Camilla Fenwick, Wealth Management Banker, supports The De Marco Group. Camilla has been in the financial services industry since 1977 and joined Bank of America in 2002.
*Merril Lynch Personal Investment Advisory® is a registered trademark of Bank of America Corporation
"Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors."
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.