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Anthony O. DeCerbo

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Profile

Anthony serves as a Financial Advisor in Greater Fort Lauderdale. Anthony started his career with Merrill working in Alternative Investments in 2014. Anthony focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Anthony assists by seeking to understand each clients financial objectives through an in depth discovery process, management of concentrated positions, and building a strategy to attain financial goals.

Anthony is a Joint Venture Partner with the Private Executive Services (PES) team within Merrill Private Wealth Management Group in New York City. Anthony has been a downstream partner since 2018. Over time, he works with clients to track their progress and make adjustments that keep clients moving toward their goals. His mission is for clients to utilize his team’s experience to implement a wealth management strategy parallel with prudent investment management.

Anthony graduated from Florida State University with a B.S. in Finance and a Minor in Hospitality. During college, Anthony spent summers interning at the New York Stock Exchange (NYSE), the New York Mercantile Exchange (NYMEX), and Merrill in New York City. In addition to staying active in his community, Anthony's outside interests include traveling, playing and watching sport, and spending time with family and friends. Anthony currently resides in Miami, FL.

  • EDUCATION

    Florida State University

    St. Thomas Aquinas High School

Professional Staff

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.

Additional Resources

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.

David Neale

David Neale

AI Regional Specialist

Merrill Lynch

Loretta Conlin

Loretta Conlin

Wealth Management Banking Specialist

Merrill Lynch

Roy A Mandke

Roy A Mandke

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #982922

Upcoming Events

The Great Acceleration: Themes for a Post-Coronavirus World

WebEx

August 26th, 2020|4:00 PM EST

Key Note Speaker: Kathryn McDonald, Investment Strategist CIO



*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

    For more information: 954.916.2803 or anthony.decerbo@ml.com

    Privacy Protection Strategies

    WebEx

    September 17th, 2020|6:00 PM EST

    In this course we’ll discuss the importance of protecting your clients’ privacy and protecting their personal and financial information associated with annuity and other retirement vehicles. The use of technology to manage personal banking, make mortgage payments, and consolidate financial information related to mutual funds, annuities, 401(k)s and insurance plans has become prevalent in America. With this increased use of technology, your clients may be susceptible to identity theft from a variety of “scams” initiated by unscrupulous people. Without their knowledge, they may see years of hard-earned savings disappear quickly. Awareness is the best prevention, and in this course we discuss various techniques and tools to both help you protect client information, and guide your clients in the right direction to secure their financial future.

    Christine Cuffari – Director of Sales Technology, Prudential

      For more information: 954.916.2803 or Anthony.decerbo@ml.com

      2020 Washington Update

      WebEx

      October 21st, 2020|5:30 PM EST

      Merrill invites you to an engaging virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C into growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation, upcoming elections and strategies or investment and retirement planning.

      Jeff Bush, Partner, The Washington Update

        For more information: 954.916.2803 or Anthony.decerbo@ml.com

        Past Events

        Social Security

        WebEx

        August 6th, 2020|6:00 PM EST

        You’ve paid into the system for years and now it’s your turn to reap the rewards of your hard work. However, there are many rules governing
        when and how you can receive these funds. When you decide to collect can be a function of a variety of elements — including your current health, family history of longevity, marital status and the age difference between you and your spouse.

        Join us for an informative seminar during which we’ll discuss:

        •Who is eligible for Social Security benefits.
        •What factors you should consider before starting your benefits.
        •When is the most appropriate time to start taking benefits.
        •Ways in which you can potentially maximize your benefits.

        Key Note Speaker:
        Ben Story, Director, Senior Retirement Product Manager Bank of America

          Stress & Immunity

          WebEx

          August 12th, 2020|6:00 PM EST

          We will always have setbacks, road bumps, corrections and periods where things around us are out of control. When this happens, we have two options: Play Offense or Play Defense. Think of defense as washing hands, limiting travel, investing is less risk---these all can be great. The problem is most of us forget about playing offense during periods of stress and uncertainty. If you can play both, you start to take back some control and at the same time create opportunity! The truth is we have a lot of control over our stress level and how strong our immune system is and the crazy thing is they are both related. Create more stress for yourself, you will have a weaker immune system. This presentation is for YOU, it’s for you to take control of what you can control to handle the chaos around us!

          Key Note Speaker: Matt Johnson, On Target Living President

            Where do we begin? It starts with you.

            At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

            Understanding Your Life

            Welcome

            My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

            Philosophy

            I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

            Approach

            I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

            Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

            Capabilities

            My  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

            Focus On Individuals and Families

            I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

            • Health: Managing healthcare expenses, now and in the future
            • Home: Upsizing, downsizing, remodeling or buying a vacation home
            • Family: Taking care of your family and other people in your life
            • Leisure: Spending your free time in meaningful ways
            • Giving: Volunteering, mentoring others and giving to charities
            • Work: Working in retirement, selling or starting a business
            • Finance: Bringing it all together and defining your financial goals

             

            Your approach to investing

            Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

            Understanding your goals and priorities

            Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

            Your Financial Approach

            We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

            FAMILY
            Taking care of your family and other people in your life
            • Trust & Estate Planning Services4
            • Education Funding1
            • Insurance3
            HEALTH
            Planning for healthcare expenses now and in the future
            • Long-term Care Insurance3
            • Health Savings Account2
            • Disability Insurance3
            HOME
            Upsizing, downsizing, remodeling or buying a vacation home
            • Home Loans2
            • Home Equity Lines of Credit2
            • Securities-Based Lending2
            • Credit Cards2
            WORK
            Working in retirement, selling or starting a business
            • Bank of America Business Banking2
            • Exchange Funds1
            • Concentrated Stock Management1
            • Succession Planning1
            LEISURE
            Spending your free time in meaningful ways
            • Credit Cards2
            • Securities-Based Lending2
            • Structured Lending2
            GIVING
            Volunteering, mentoring others and giving to charities
            • Donor-Advised Funds4
            • Private Foundations4
            • Charitable Trusts4
            FINANCE
            Using your finances to bring it all together
            • Merrill Investment Accounts1
            • Investment Advisory Accounts1
            • Alternative Investments1
            • Exchange-Traded Funds1
            • Mutual Funds1
            • Closed-end Funds1
            • Fixed Income Products1
            • Options1
            • Annuities3
            • Impact Portfolios1
            • Market-Linked Investments1
            • Securities-Based Lending2
            • Margin1
            • Home Loans2
            • Bank of America Checking and Savings Accounts2
            • Credit Cards2
            • Online Account Access1,2

            1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
            2 Banking, mortgage and home equity products offered by Bank of America, N.A.
            3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
            4 Trust and fiduciary services are provided by Bank of America Private Bank.

            Staying on Track

            We understand that both your life and the financial markets can change over time. By periodically 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.


            Periodic reviews to help you
            stay on track

            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.


              Monitoring changes in your life
              and to your goals

              Your life and goals change. As these changes occur, we can update your approach to reflect them.

              Wealth Management Your Way

              MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

              Your advisor is a click away within our site or mobile apps

              You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

              Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

                Let’s Have a Conversation

                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.

                Why Merrill?

                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.


                Merrill_Capabilities_Brochure.png  

                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.

                Personalized advice from a dedicated financial advisor.

                We get to know you and your family, your financial situation and what matters most to you.

                A comprehensive approach, built around your life’s priorities.

                Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

                Adjusting your investment approach as your life and the markets change.

                We will work to help you stay on track, regardless of what the markets are doing.