anthony decerbo

financial advisor

About

We take pride in providing the families we serve with a personalized, client-focused goals based approach backed by a talented team that strives to help preserve and improve the financial livelihood of our clients and their families. Our process offers customized strategies to help you achieve your goals. Our Wealth Management Process includes: Asset Management Wealth Management Planning Legacy Implementation Estate Coordination Retirement Planning Tax Planning Who We Serve Best: We excel at working with multi-generational families, professionals, and business owners. It is our goal to build life-long relationships with our clients that often become far closer than simply managing their wealth. 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.

Country

united states

City

miami

Industry

financial services

Skill

estate planning services and wealth transfer, retirement planning, company retirement plans, family legacy planning, goals based wealth management

Experience

intern

pioneer futures nymex

2012-6 - 2012-8 · 3 mos

intern

mccauley securities

2011-5 - 2011-5 · 1 mo

* I was introduced to capital markets and equity trading. Also observed NYSE Market Makers actual price discovery on both the opening and close. Spent time on the Deutsche Bank and Merrill Lynch Institutional trading desk. * Introduced to trading strategies including short selling and hedging through options * Obtained and absorbed key information in order to control risk

senior alternative investments trading representative

merrill lynch

2014-7 - 2016-4 · 1 yr 10 mos

intern

merrill lynch

2013-6 - 2013-8 · 3 mos

Working with Snyder and Balducci Wealth Management group in New York City. They are one of the largest financial asset teams in the country managing over 2 billion dollars in assets. I provided customer service and processed account information. Coordinated appointments, schedules, and travel arrangements with clients and Merrill Lynch representatives. Analyzing clients portfolio’s and also keeping client plans up-to-date Interpreted clients information such as investment performance, financial documents, and income projections Was part of Merrill Lynch Capital Markets Internship rotation working alongside and shadowing Cash Equity Trading, Latin America Trading, Equity Derivatives Sales, and ETF Sales Trading Professionals

financial advisor

merrill lynch

2014-7 - Present · 12 yrs 3 mos

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.