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Anthony serves as a Wealth Management 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 strategically partners 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 holds the CERTIFIED FINANCIAL PLANNER™ certification and he is a graduate from Florida State University with a bachelor's degree 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 Lynch in New York City. In addition to staying active in his community, Anthony's outside interests include traveling, playing and watching sports, and spending time with family and friends. Anthony currently resides in Fort Lauderdale, FL.
Florida State University
St. Thomas Aquinas High School
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 Strategies Advisor
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1392632
Webinar
May 1st, 2024|4:00 PM - 5:00 PM EST
For more information: 954.537.3937 or anthony.decerbo@ml.com
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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.
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Transcript of Video
No question too big or moment too small
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The Power of the Right Advisor®
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