Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2023, 2022, 2021, 2020, 2019
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Top Next-Generation Wealth Advisors" 2019
Published on July 24, 2019. Rankings based on data as of March 31, 2019.
Forbes "Best-in-State Next-Generation Wealth Advisors 2019
Published on September 4, 2019. Rankings based on data as of March 31, 2019.
Darren M. Mazzoni
Managing Director
Senior Financial Advisor
Senior Resident Director
Portfolio Manager
Darren began his career with Merrill Lynch Wealth Management in 2003 after earning his bachelor’s degree in economics from The College of William & Mary. His focus is to help care for all aspects of clients’ financial lives and align their investment portfolios to help them pursue their personal goals.
Thorough and sincere, Darren begins his process with an open, dynamic and direct dialogue in which he learns from and about clients. He believes that focusing on the true purpose of their wealth and what matters to them on a personal level is critical to developing a successful investment approach.
Darren guides clients through difficult decisions that may impact their financial lives. His disciplined approach centers on knowing his clients fully so he’s in the best possible position to help them build their wealth, develop an income stream for retirement and transfer their assets to successive generations or support for charitable organizations they believe in. Risk management is paramount to how Darren assesses investment opportunities. He seeks to achieve consistent performance over the long term and measures performance in terms of clients’ progress toward their objectives. Darren is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. In addition, Darren was also recognized to Forbes “Best-in-State Wealth Advisors” list in 2022, 2021, 2020, and 2019 (published annually Jan - April. Rankings based on data as of June 30 of prior year)
In addition to overseeing clients’ financial lives, he has served as Resident Director of the Newport News and Williamsburg offices. In his current role as Senior Resident Director of the Richmond office, Darren helps advisors embrace the Merrill principle of putting clients first.
Darren and his wife, Tracy, live in Richmond.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
The College of William and Mary
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #108774
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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