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ONE CITIZENS PLAZA
PROVIDENCE, RI 02903
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Phone: (401) 863-8619
Edythe M. De Marco
Managing Director—Wealth Management
Wealth Management Advisor
Senior Vice President—Wealth Management
Senior Investment Associate
Senior Vice President—Wealth Management
Senior Financial Advisor
First Vice President—Wealth Management
Senior Financial Advisor
First Vice President—Wealth Management
Wealth Management Advisor
Assistant Vice President
Registered Senior Client Associate
THE DE MARCO GROUP is a nationally recognized, elite goals-based wealth management team dedicated to serving a select number of high net worth families, business owners, corporate executives and women in transition. 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 empowerment and well-being to the individuals and families we serve. Our strongest desire is to have a meaningful and lasting impact on their lives and those of their families.
THE DE MARCO GROUP has expanded to include eleven professionals, with more than 235 years of combined experience. We serve 325 households who have entrusted us with more than $900 million in assets (as of December 2015). Our highly consultative relationships are grounded in and reflective of each client's values, goals and needs. We provide 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 highly personalized service, similar to 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 a wealth management group, we are a life management advisory team.
EDYTHE M. DE MARCO, a 34-year veteran of Merrill Lynch, is a Managing Director—Wealth Management, Wealth Management Advisor, Portfolio Manager and founder of THE DE MARCO GROUP. She holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Financial Planner Board of Standards, Inc. Edye has been recognized by BARRON'S magazine, since 2009, as one of the country's "Top 1000 Financial Advisors" and, in 2014, 2015 and 2016 as one of the "Top 1,200". She is the only woman to have received this distinction in Rhode Island for eight consecutive years and currently ranks as the state's top woman Financial Advisor (as of March 7, 2016). 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 Lifespan's Planned Giving Council, The United Way of Rhode Island's Women's Leadership Council, 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 is a graduate of Santa Clara University. She enjoys gardening, theatre, food, wine, travel and all things Italian and French. She lives in Pawtucket, with her husband, Tom, and son, Jason.
BRENDAN P. McCARTHY has been offering wealth management guidance to affluent families, business leaders and charitable foundations since 2002. The cornerstone of his focus revolves around the conceptualization and achievement of a client's life-driven goals. Brendan is highly respected in the areas of financial planning, portfolio design, executive compensation and family wealth preservation. Brendan oversees the investment strategy for more than $800 million in client assets and holds the titles of Senior Investment Associate and Senior Vice President- Wealth Management. Brendan graduated from Suffolk University with a Bachelor's Degree in Finance and Economics and earned the CERTIFIED FINANCIAL PLANNERTM certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Brendan serves on the Ronald McDonald House of Providence Board of Trustees and the Trinity Repertory Company Board of Directors. He and his wife, Heather, reside in Mendon, Massachusetts, with their four children. In his free time, Brendan enjoys golf, fishing and archery.
ANTHONY M. FLORIO joined Merrill Lynch in 1998. He has developed an exceptional insight into assisting medical professionals, attorneys and corporate executives with developing tax efficient portfolios, income strategies and retirement planning for their businesses and families. Graduating from Stonehill College with a Bachelor's Degree in Finance, Anthony has also earned the Chartered Retirement Planning Counselor® designation and the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards, Inc. Anthony continues to support Stonehill College through the Business Visiting Committee. Anthony also serves on the Tufts Medical Board of Governors where he is involved in the institution's charitable giving program.
JAMISON D. MILLER began his career in financial services in 2008. A graduate of the University of Rhode Island, he has focused his career path on the study and conceptualization of financial theory and investment strategy. Jamison serves on the Board of Directors for Junior Achievement of Rhode Island, a not-for-profit focusing on teaching financial literacy and entrepreneurship to predominately inner-city youth. Beyond his interest in finance, Jamison is an active marathon runner, golfer, skier, yoga practitioner and chess player.
ERIC J. RATZEL began his career in financial services in 2013 and joined Merrill Lynch in 2016. He holds a Bachelor's degree from Knox College and a Master's degree from the University of Chicago, both in Philosophy. Professionally he focuses on the intersection of behavioral financial concepts and modern portfolio theory. Eric works hard to develop data-driven wealth management strategies that are sensitive to a client's personal goals and aspirations. Outside of the office, he enjoys reading, yoga and spending time with his wife
DIANE J. FIORE joined the financial services industry 38 years ago. She previously owned her own seat on the New York Stock Exchange and was a partner at Brick Securities, a boutique firm, in New York City. Diane joined THE DE MARCO GROUP in 2007 and oversees all account administration and private banking needs for its clients. Working directly with clients, Diane applies her considerable experience to address a range of administrative and operations matters including Alternative Investments, Concentrated /Restricted Stock positions and Liability Management. 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 six consecutive years through 2015. Diane enjoys boating, travel, and fitness. She and her husband, Paul, live in Rehoboth, Massachusetts.
Matthew M. Viti began his career in financial services with Bank of America in early 2012 in his home state of Rhode Island. In 2014 Matthew became a part of the Virtual Client Associate Team where he provided white-glove service to the clients of Merrill Edge. During these years Matthew developed the skills needed to exceed the expectations of his colleagues and clients with the utmost of efficiency and passion. In July of 2016 he joined the De Marco Group where he serves as a Registered Client Associate. Outside of the office Matthew enjoys spending time with his husband, Sylvain, discovering new places and enjoying nature.
*Some or all alternative investments may not be suitable for certain investors.
*The Top 100 Client Associates (CAs) Merrill Lynch internal Service Quality award is an annual program ranking FINRA-registered CA's for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.
Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, February 23, 2015. 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 consisted of 1,000 advisors list.
*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.
*Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. 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 consisted of 1,000 advisors list.
*Chartered Retirement Planning Counselor® and CRPC® are registered service marks of the College for Financial Planning.
Edythe De Marco is registered to do business in: AZ, CA, CO, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA, WA
Jamison D. Miller 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
At Merrill Lynch, our mission is to help clients identify and pursue their goals at every stage of their lives - from the birth of a child to sending children to college, from planning for healthcare costs in retirement to leaving the legacies they desire. We help clients seek their preferred lifestyles through a one-on-one relationship with an experienced financial advisor. And we are committed to client needs, delivering the investment insights of Merrill Lynch while offering access to the banking convenience of Bank of America.
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