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DG GROUP & ASSOCIATES WEALTH MANAGEMENTProviding Wealth Management to the Sports & Entertainment IndustriesOVERVIEWDG Group & Associates is a dedicated Financial Advisor team providing wealth management resources to professional sports & entertainment clientele in the NFL, NBA, MLB & NHL.DG Group & Associates delivers the family office experience, from personalized retirement plans to our "red carpet" service model. In addition, our planning is based upon career time horizon while considering risk tolerance and overall objectives, including philanthropic giving and family planning.Our understanding of personal privacy allows the client to focus on their career. Importantly, our sophisticated modeling tools allow us to input contract terms, effective tax rates and budgets to provide views into likelihood of success through the Wealth Outlook report.With over 50 years of experience in this specialized space, our understanding of daily life for clientele who have experienced sudden wealth at an early age allows us to create personalized financial strategies catering to their needs in today's ever-changing economy.On the whole, the DG Group & Associates investment discipline focuses on tax efficiency and wealth preservation with focus on education for the client (as well as financial aptitude for their family) creating generational relationships as trusted financial advisors.SERVICES & BENEFITS provided by DG Group & Associates:Access to Concierge Banking Services:• Bill Pay, Direct Deposit and Funds Transfer Service • Merrill Lynch Online• Pre Contract Lines of Credit• Consumer Financing: Home, Auto & Yacht• Insurance: Life & Disability•Credit Card EstablishmentThrough Bank of America, N.A. we provide clients benefits that go far beyond industry standards giving Card members more for their money (24/7 concierge service & rewards points for travel, hotel and gifts
PROUD HOSTS: • Senior Bowl Wealth Management Session 2008, 2009, 2011, 2012, 2013, 2014 & 2015• East-West Shrine Game: Wealth Management Session 2010• Portsmouth Invitational Tournament Wealth Management Session 2010 & 2011PROUD SPONSORS: • Michael Irvin's Celebrity Weekend• Jason Taylor Foundation• Athletes in Action• Children's Home Society• United Way• American Heart Association• The Florida Bar Foundation• Crohn's & Colitis FoundationDG GROUP & ASSOCIATES BIOGRAPHIES:Financial Advisory TeamJeffrey A. Glusman, CRPC® Senior Vice President-Wealth ManagementSenior Financial AdvisorJeffrey joined Merrill Lynch in July of 2001 as a Financial Advisor and DG Group & Associates in 2009 as a founding partner.Jeffrey is the Senior Financial Advisor on DG Group & Associates and is the managing partner of the team, from cash flow scenarios and investment matrix to the "red carpet" service model. Jeffrey has his Chartered Retirement Planning Counselor(sm) designation from the College of Financial Planning.Jeffrey lives in Fort Lauderdale, FL with his wife and their 3 children.Richard A. De LucaAssistant Vice PresidentSenior Financial Advisor Richard joined Merrill Lynch as a Financial Advisor in 2008 and DG Group & Associates as a founding partner in 2009. Richard directs the football operations for DG Group & Associates, as well as being a managing partner of the team, handling the day to day communication with clients regarding their wealth management plan and expectations.Richard began his career as an NFLPA Certified Contract Advisor in 1986 representing veteran NFL players & draft picks for twenty two years prior to Merrill Lynch.Richard graduated from Tulane University, attended Law School at The University of Miami and is a member of the Sports Lawyers Association. Richard does not provide legal advice in his current role with Merrill Lynch.Richard resides in Weston, FL with his wife and their 3 daughters.William K. FischerSenior Vice President-Wealth ManagementSenior Financial AdvisorBilly joined Merrill Lynch as a Financial Advisor in 1996 and DG Group & Associates as a managing partner in 2011.Billy lives in Davie, FL with his wife and their 3 children.Ian Tacher, CFP®Vice PresidentWealth Management AdvisorIan joined Merrill Lynch in 2008 and DG Group & Associates as a managing partner in 2011. As a CERTIFIED FINANCIAL PLANNER™ professional, Ian focuses on tax & estate planning issues, as well as leveraging his CFP® designation. The CFP® designation is awarded by the Certified Financial Planner Board of Standards, Inc. for investment advice.Ian lives in Coconut Grove, FL with his wife.Charles A. CooperFinancial AdvisorCharles joined Merrill Lynch in 2012 and directs the baseball operations for the team. A graduate of The Citadel, Charles majored in Business Administration.Charles lives in Chicago, IL.Patrick CunninghamFinancial AdvisorPatrick joined Merrill Lynch in 2007 and directs the hockey operations for the team for NHL clients. He also works closely with Richard on NFL clients in the Southeast. Patrick graduated from The Citadel with a Bachelor of Science Degree in Business Admin.Patrick currently resides in Beaufort, SC with his wife.Shakela Y. CarterFinancial AdvisorIn financial services since 2000, Shakela joined Merrill Lynch in January 2009 as Senior Client Associate of the DG GROUP & Associates. In 2014, Ms. Carter was elevated to Financial Advisor on the team focusing on relationship management including but not limited to budget establishment/review and day to day business. Shakela earned an Assocaites degree in Computer Information Systems and lives in Fort Laduerdale, FL.Client AssociateAmy Malkin, Registered Senior Client AssociateAmy has been in financial services since 1989, joined Merrill Lynch in 2006 & DG Group & Associates in 2009 as a fully registered Sr Client Associate and is the Lead Client Associate on the team handling administrative requests for clients and delivering our family office experience.Rosa CortizaClient AssociateRosa has been with Merrill Lynch since 2001 and joined DG Group & Associates in 2011 as a Client Associate. Rosa helps in portfolio review as well as client service daily.*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 professional advisors.***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*****Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning***
Senior Financial Advisor
Senior Vice President-Wealth Management
Assistant Vice President
Senior Vice President - Investments
Wealth Management Advisor
Reg Senior Client Associate
Richard De Luca is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
Jeffrey Glusman is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI, WV
William K. Fischer is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
Ian Tacher is registered to do business in : AZ, CA, CT, FL, GA, MA, MO, NC, NJ, NV, NY, OH, PA, TX, VA, VT
Charles Cooper is registered to do business in : CA, FL, GA, IA, IL, IN, KY, MI, MO, NC, OH, SC, WI
Patrick Cunningham is registered to do business in : CA, CO, CT, FL, GA, IN, KY, LA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI, WV
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