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ONE CITIZENS PLAZA
PROVIDENCE, RI 02903
Phone: (401) 863-8619
Email Edythe M. De Marco
Senior Vice President-Wealth Management
Wealth Management Advisor
First Vice President–Wealth Management
Senior Investment Associate
Registered Senior Client Associate
Registered 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 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 clients. Our strongest desire is to 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 $500 million in assets (as of June 2015). Our highly consultative relationships are grounded in and reflective of each client's values, goals and needs. As stewards of clients' financial future 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 the highly personalized service of a private bank or family office. We believe that clients who choose to work with us will feel our passion and commitment in all that we do. We are more than Wealth Management, we are a Life Management Advisory Team.
EDYTHE M. DE MARCO, a 33-year veteran of Merrill Lynch, is a Senior Vice President–Wealth Management, Wealth Management Advisor, Portfolio Manager, and founder of The De Marco Group. She holds the CERTIFIED FINANCIAL PLANNER™ 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 Top 1,000 Financial Advisors, and in 2014 and 2015 as one of the Top 1,200. She is the only woman to have received this distinction in Rhode Island for seven consecutive years and currently ranks as the state's top woman financial advisor ( as of February 23, 2015). 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 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 Alexis de Tocqueville Society and Women’s Leadership Council of the United Way of Rhode Island and serves on the Finance Committee for St. Martin’s Church in Providence. Edye is also a member of Lifespan’s Planned Giving Council. 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 past board service has included Trinity Repertory Company, French-American School of Rhode Island, 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, First Vice President–Wealth Management, Senior Investment Associate, joined Merrill Lynch in 2002 after receiving his B.S.B.A. in Finance and Economics from Suffolk University. He holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Brendan oversees the investment strategy for more than $500 million in client assets (as of June 2015). He focuses on 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 Ronald McDonald House and has served on the Trinity Repertory Company Board of Directors over the past three years.
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 can access resources through Bank of America to help clients with personal banking needs. Diane has been recognized as one of the "Top 100 Client Associates" at Merrill Lynch for the years 2009 through 2015. *
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® (CIMA®) 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.
Merrill Lynch Banking Advisor
You may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Banking Advisor 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, Vice President, Merrill Lynch Banking Advisor, supports your Financial Advisor team. Camilla has been in the banking industry since 1977 and joined Bank of America in 2002.
*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.
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
Alessandro L. Musto is registered to do business in:AL, AZ, CA, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA, WA
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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