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
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.
AI Regional Specialist
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
December 3rd, 2020|6:00 PM EST
Commonly made IRA planning mistakes put clients’ retirement plans in jeopardy and threaten client-advisor relationships. Put your IRA knowledge to work by bringing the 12 most common mistakes to life. Frequently discussed problem areas include beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues.
Doug Orton, CRPC ®, Vice President, Business Development Consultant, MFS Fund Dist.
October 29th, 2020|6:00 PM
This is a special interest webinar for our women clients and prospects. The webinar will focus on what women can do to help make sure they are well positioned for success. They will be provided with timely information that they can use to make informed decision and educated on how Merrill advisors strive to help them pursue their goals.
Sheila Gorman, Cyndi Hutchins
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.