The Ruccio Group brings its proactive “all-in” wealth management style to financially astute clients it considers highly motivated and accomplished.
Meet the Team
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
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Jeremy has long been a proponent of goals-based wealth management – putting clients’ objectives and circumstances at the center of the integrated strategies he builds on their behalf. In addition to investment and retirement planning, Jeremy advises on wealth structuring, pre-and post-liquidity preparation, and debt re-structuring.
Whether recommending to one client how to purchase a commercial investment property leased to a large retail drugstore chain, or helping another purchase a vacation home overseas, Jeremy has designed and refined a client-centric approach meant to serve individuals who demand uncompromised service and financial ingenuity.
Jeremy was born and raised in Allentown, Pennsylvania. After earning a Bachelor of Science degree in Finance from Florida State University, he stayed in the Sunshine State and joined Merrill Lynch Wealth Management in 2007. Jeremy derives tremendous satisfaction from seeing clients achieve their financial and personal goals. He is also generous with his time and resources – supporting The American Heart Association and Easter Seals.
Jenifer has worked in the financial industry going on 6 years but her experience in sales, customer service and operations goes back almost 10 years. She started her Banking career as a Relationship Manager at Wells Fargo and continued related roles at Bank of America and SunTrust where she achieved multiple sales goals and recognitions. She transitioned to Wealth Management as Client Associate for the Ruccio Group in 2018 where she is focused on managing the daily operations and maintenance of client accounts. She is extremely passionate in providing client solutions in a quick and timely manner and her goal is to provide every client extraordinary service. Jenifer was born in Havana, Cuba, and has lived in Miami since the age of 5.
Bita Asgari is a Private Wealth Manager with The Ruccio Group at Merrill Private Wealth Management. In her role, Bita provides in-depth, customized and comprehensive financial guidance to ultra-affluent individuals, families, business owners, executives and stakeholders. Her passion is delivering the full breadth and capabilities of a dynamic, Global financial institution to her clients, integrating multiple aspects of their financial lives offering a holistic approach.
Today, Bita serves a select group of clients that reflect the broad diversity of wealth in the country. These clients look for simplicity, clarity and security in managing their wealth – whether they’re exploring customized investment management, planning for a liquidity event, borrowing against their assets or need guidance related to Trust and Estate planning services, Bita applies her direct experience, the team’s knowledge and leverages access to some of the best-in-class dedicated specialists to address these complex wealth management needs. Her areas of focus include Custom Lending through Bank of America, N.A., Balance-Sheet analysis, Investment Banking, access to Private Banking and Asset Allocation & Management.
Prior to joining Merrill Private Wealth Management, Bita was a Commercial Banker at Bank of America’s Global Commercial Banking group with a focus on Commercial Real Estate Banking that included publicly listed, private equity-owned and multi-generational family held business enterprises with revenues up to $5B annually. She was responsible for managing a portfolio of existing clients that included regular engagement with CEOs and CFOs at an advisory level regarding the client’s industry and the capital markets. Bita led, directed and coordinated key team members through the delivery of CRE Credit originations, Treasury Management, Investment Banking, Derivatives and Wealth Management; ultimately responsible for the delivery of all banking services offered through Bank of America Merrill to clients and prospects. Prior to joining Bank of America in 2015 at its headquarters in Charlotte, NC, Bita was in the Investment Banking Group at Credit Suisse where she held multiple roles.
In her free time, she enjoys playing tennis and being outdoors.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.
Thomas Schneckner
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Kurt A. Niemeyer
National Structured Credit Executive
Bank of America, N.A.
Jason Albano
Wealth Strategist
Merrill
Recognition
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.
Strategies designed to help you achieve your goals
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Miami
We are a Miami based Wealth Management team with extensive knowledge in custom lending, asset preservation and wealth planning. We strive to deliver the superior execution and sophisticated advice demanded by all clients, many of which include Real Estate Investors, Private Equity Partners, CEO's and Surgeons.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.
A relentless commitment to transparency and customized strategies
As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.
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