Long before he entered the world of wealth management, Marc began learning his family’s recipe for providing unsurpassed service and unforgettable experiences. Marc’s grandfather was Louis Balducci, who immigrated from Corato, Italy to New York in 1916 with a vision. In 1946, he established the renowned New York landmark: Balducci’s Gourmet Market. Rapidly, it became known as the premier market for New Yorkers – revered by its patrons and praised in Crain’s, The New York Times, and many other publications for its family-oriented atmosphere and exceptional quality of product and service. These characteristics endured for decades and became cornerstones of Marc’s offering to clients when he joined Merrill in 2001.

Today, Marc helps an elite circle of clients preserve and grow their wealth. They include current and retired partners of the “Big Four” accounting firms, major New York law firms, industry leaders in technology, consulting professionals, along with C-suite corporate and other senior-level executives at the major worldwide insurance and reinsurance companies.

Well-known in the industry, Marc was named to the OnWallStreet “Top 40 Under 40” List* in 2017 and 2018 (*Published annually Jan – Mar. Rankings based on data as of Sept 30 – Dec 31 of prior year). Marc was also selected to Forbes/SHOOK "Top Advisors, State-by-State List for 2018, 2019, 2020, 2021, 2022, and 2023 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year).

Marc holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning and a Bachelor’s degree in Communications from Duquesne University in Pittsburgh. Marc is also a qualified Portfolio Manager who can help clients pursue their objectives by managing, on a discretionary basis, his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, or third-party investment strategies.

Marc proudly celebrates his family’s heritage and the devotion of his immigrant grandfather and grandmother. As a way of giving back to those who have served, he is involved with the charitable organization American Corporate Partners and helps mentor military veterans as they transition into the private sector. Marc lives on the east end of Long Island in Montauk with his wife, Denice, and their daughter, Valentina. Marc, Denice and Valentina love entertaining for family and friends over food, wine and great conversation. He is also involved in the local community, and is an active member of Montauk Friends of Erin, an organization that serves underprivileged families in Montauk and hosts the city’s annual St. Patrick's day parade. Marc is an avid outdoorsman and enjoys spending much of his free time outside with his daughter. 

*Source: On Wall Street “Top 40 Advisors Under 40” list, published annually Jan - Mar. Rankings based on data as of Sept 30 - Dec 31 of prior year.
The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12-month production for each advisor was the primary ranking criteria. On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from On Wall Street are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. On Wall Street is a trademark of SourceMedia. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Paul is integral to the team’s portfolio-building efforts – incorporating the firm’s exceptional research into customized, goals-based investment management strategies for each client. His other responsibilities include the preparation of financial analyses, investment proposals, and performance reporting. Paul holds the Chartered Financial Analyst® (CFA®) designation. Paul joined Merrill Lynch Wealth Management in 2011.

A graduate of Fordham University with cum laude honors, Paul holds a Bachelor of Science degree in Finance. Among his passions are golf, hiking, and camping. Generous with his time, Paul supports several fundraising events for charities each year by donating directly, running half-marathons, and participating in auctions.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Drawn to the relationship-oriented wealth management that has long defined the Balducci group's client-focused approach, Benjamin joined Merrill Lynch Wealth Management in 2006 and The Balducci Wealth Management Group in 2011. For Benjamin, listening and learning from clients – and providing a genuine level of personalized attention – are key ingredients in developing effective goals-based strategies for each client. He runs all operations for the team.

Benjamin holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning and a Bachelor’s degree from Lehman College. He, his wife Ronnie, and daughter Lyanna, reside in New York City.