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Managing Director-Wealth Management
Managing Director - Wealth Management
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President - Wealth Management
Senior Financial Advisor
Registered Client Associate
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 preservation and intergenerational wealth transfers. In total, as of 05/01/2016 clients have entrusted us with over $1 billion in assets.Cynthia Hewitt, CIMA®, CPWA®, CRPC® Managing Director - Wealth ManagementSenior ConsultantCynthia Hewitt is a Managing Director – Wealth Management, Senior Consultant 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 CounselorSM (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. 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.In her previous role as a Financial Advisor, Cynhtia received the following designations from 2005-2015.
Cynthia was named as one of the top 100 Women Advisers in the country by Barron’s. In 2009, Cynthia was named among the 2009 “Top 100 Wirehouse Advisors in America” by Registered Rep magazine. From 2010-2015 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. 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 PresidentFinancial AdvisorJill 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 CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. As an Financial Advisor, she has helped Cynthia execute many of the intricate strategies that they have developed for their high net worth clientele.Thomas 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™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Certified Investment Management Analyst® (CIMA®) and 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. Today, he is a Senior Vice President - Wealth Management, Wealth Management Advisor 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 CounselorSM designation, and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the CFA Institute of Charlottesville, VA and The Financial Analysts Society of Philadelphia.Alison Wood, CFP®, CTFASenior Vice President - Wealth ManagementSenior Financial AdvisorAlison is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Certified Trust and Financial Advisor designation and a member of the Massachusetts Bar. She has been with Merrill Lynch since 1994 and her experience spans over 35 years, most of that time in the trust and financial services industries. Alison’s focus is on planning, including family/legacy and philanthropic planning, insurance strategies for wealth transfer. She holds a B.A. from University of Mary Washington in Fredericksburg, VA and a J.D. from Suffolk University School of Law, Boston, MA.William H. Jones III CRPC®Financial AdvisorWilliam is a graduate of Coastal Carolina University, where he received a Bachelor of Science Degree in Business Administration. He has been with Merrill Lynch since May 2013, and focuses on retirement and income planning for individuals and families. He holds his Chartered Retirement Planning CounselorSM CRPC® designation. He enjoys biking, golf, and tennis. *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. Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 22, 2014. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors. Source: REP.’s “Top 100 Wirehouse Advisors in America” list, September 1, 2009. For more information about the selection criteria, go to REP.’s Rankings page. REP. is a trademark of Penton Media, Inc. All rights reserved. Our team does not provide legal or tax advice in our roles at Merrill Lynch. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Certified Trust and Financial Advisor (CTFA) certification is issued by the Institute of Certified Bankers. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst® and CPWA® and Certified Private Wealth Advisor®. Use of CIMA® and Certified Investment Management Analyst® and CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
William Jones is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jill Angstadt-Truesdell is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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 : AK, 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
Donald Truesdell is registered to do business in : AK, 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
Alison Wood is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, 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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