Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
Florida State University
St. Thomas Aquinas High School
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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.
AI Regional Specialist
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
August 26th, 2020|4:00 PM EST
Key Note Speaker: Kathryn McDonald, Investment Strategist CIO
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
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
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
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
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.
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.
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.
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.
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
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.