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1201 MARKET STREET
Wealth Management Advisor
Managing Director-Wealth Management
Sr Investment Associate
Senior Vice President-Wealth Management
The HART Group provides highly personalized family wealth planning to an exclusive clientele of affluent individuals and families, as well as corporate and non-profit clients. We provide services in asset and liability management, estate planning, tax minimization, income and asset protection, and intergenerational wealth transfers. In total, as of 06/01/2014 clients have entrusted us with over $1.1 billion in assets.Cynthia Hewitt, CIMA®, CPWA®, CRPC® Managing Director - Wealth ManagementCynthia Hewitt is a Managing Director – Wealth Management with Merrill Lynch. She is a graduate of Vanderbilt University. She holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investment Management Consultants Association (IMCA). Cynthia has also completed several courses at the Wharton School of Executive Education. Cynthia has recently earned the Chartered Retirement Planning Counselor(sm) (CRPC®) designation from the College for Financial Planning. She has also completed the Certified Private Wealth Advisor ® designation through IMCA. Cynthia joined Merrill Lynch in 1976. She has become a Wealth Management Advisor. Cynthia is a past member of the Merrill Lynch National Advisory Council to Management. Cynthia is a Founder of the Fund for Women in Delaware and is on the Investment Committee for the Delaware Community Foundation. Cynthia is a trustee of the Christiana Care Health System, and also serves on the Serviam Girls Academy Advisory Council. Cynthia is on the board of trustees for the Library of American Landscape History. Cynthia is a trustee of The Tatnall School and serves as the Chair of the Investment Committee for Tatnall’s Endowment Fund. Cynthia is also a newly elected member of the Board to Trustees for Winterthur Museum, Garden and Library. Additionally, Cynthia was honored as a Distinguished Alumna by The Tatnall School in Wilmington, Delaware.From 2005 - 2014, Cynthia was named as one of the top 100 Women Advisers in the country by Barron’s. In 2009, Cynthia was
named as one of the top 1000 Adviser’s in the country by Barron’s, and in September was named among the 2009 “Top 100 Wirehouse Advisors in America” by Registered Rep. magazine. From 2010-2014 Cynthia was named one of the top 1200 Adviser’s in the country and was named #1 in the state of Delaware by Barron’s. Financial Times named Cynthia one of their "Top 100 Women Financial Advsers" in November of 2014. Cynthia plays both golf and tennis and enjoys boating on the Chesapeake Bay. She lives in Yorklyn, Delaware with her husband and has one grown son.Jill M. Angstadt-Truesdell, CFP®Vice PresidentSenior Investment AssociateJill is a graduate of the University of Delaware with a B.S. in Accounting and has worked closely with Cynthia during her entire career. She is a CFP®, CERTIFIED FINANCIAL PLANNER™; (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. As an Investment Associate, she has helped Cynthia execute many of the intricate strategies that they have developed for their high net worth clienteleThomas B. Rice, CFP®, CIMA®, CRPC®Senior Vice President - Wealth ManagementWealth Management AdvisorTom is a graduate of the United States Air Force Academy. There he earned his Bachelor of Science and was commissioned as a 2nd Lieutenant in the U.S. Air Force. He earned his MBA in International Trade and Finance from Texas A & M University. Tom has been a Wealth Management Advisor with Merrill Lynch since 1999, focusing in high net worth investment management and developing financial strategies. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Certified Investment Management Analyst ® (CIMA®), and a Chartered Retirement Planning Counselor (sm) (CRPC®)designations. He is a member of the Financial Planning Association and the Investment Management Consultants Association. Tom is a retired Air Force Reservist with 21 years of combined active duty and reserve service. He and his wife, who is a former 4th grade school teacher in the Brandywine School District, have two daughters.Donald P. Truesdell, Jr., CFP®, CRPC®Senior Vice President - Wealth ManagementWealth Management AdvisorDon started with Merrill Lynch in their asset management division in 1993, where he spent six years, the last three as a Portfolio Manager. There, he was responsible for managing the equity and fixed income portfolios for institutional clients. In 1999, he transitioned to the Global Wealth Management Group to become a Wealth Management Advisor. Today, he is a Senior Vice President and is responsible for providing strategic financial guidance to the high net worth clients that he serves. Don has an economics degree from Allegheny College, has earned the Chartered Retirement Planning Counselor (sm) designation, and is a CERTIFIED FINANCIAL PLANNER™ CFP®, certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a member of the CFA Institute of Charlottesville, VA and The Financial Analysts Society of Philadelphia.William H. Jones III CRPC®Registered Client AssociateWilliam is a graduate of Coastal Carolina University, where he received a Bachelor of Science Degree in Business Administration. He joined Merrill Lynch as a Client Associate in May of 2013. He holds his Chartered Retirement Planning Counselor (sm) CRPC® designation. He currently resides in Chadds Ford, PA, and enjoys mountain biking, golf, and tennis.Jennifer Wick CassidyClient AssociateJennifer joined Merrill Lynch as a Client Associate in 1999, and provides administrative support to the team. She was a 2003 and 2006 recipient of the STAR award, an internal accolade given for outstanding service achievement. A graduate of Washington College, she earned a B.A. in Business Management. She is married with a daughter and lives in Smyrna, DE.Jamie L. FiccoClient AssociateJamie is a graduate of Goldey-Beacom College, where she received a Bachelor of Science Degree in Business Administration. She has been a Client Associate with Merrill Lynch since 2005 and provides administrative support to the team. She currently resides in Newark, DE with her husband and three dogs. 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.Barron’s “America’s Top 100 Women Financial Advisors list,” June 9, 2014. For information about the selection criteria, go to Barron’s Top 100 Women. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.REP.’s August 1, 2014 “Top 40 Wirehouse Advisors Under 40” list. For information about the selection criteria, go to REP.'s Top 40 Wirehouse Advisors Under 40. REP. is a trademark of Penton Media, Inc. All rights reserved.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ 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®, CPWA®, Certified Investment Management Analyst® and Certified Private Wealth Advisor®. Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.* Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the CFFP.
Donald Truesdell is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
Cynthia Hewitt is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
Thomas Rice is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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