The Forlini Group

Merrill Lynch Wealth Management
2 Pickwick Plaza
Floor 4
Greenwich CT 06830
(203) 861.5930
Learn more about an advisor's background on
The Forlini Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Forlini Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Mario Forlini
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1200 Financial Advisors", 2017
(Published on March 6, 2017. Rankings based on data as of September 30, 2016.)
The Forlini Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Us
Strategic Partners

For years, we have worked as an extension of The Erdmann Group. We work alongside with our Partners to best support you and your family. We share philosophy and approach – working together to help you achieve your goals:
The Erdmann Group
Jeff Erdmann
Managing Director, Private Wealth Advisor
Rob Giannetti
Managing Director, Private Wealth Advisor
Mark Brookfield
Managing Director, Private Wealth Advisor
Anthony Carpentieri
Managing Director, Private Wealth Advisor

Meet Our Team
Mario Forlini
Managing Director, Wealth Management Advisor
203.861.5930
Charles Glennon,

CPFA®

Senior Vice President, Senior Financial Advisor
203.861.5999
Thomas Moran,

CIMA®

First Vice President, Senior Financial Advisor
203.861.5966
Patricia A Cavicchia,

CRPC™

Assistant Vice President, Wealth Management Associate
203.861.5935
Michael Mercuri,

CRPC™

Registered Wealth Management Client Associate
203.861.5964
Gregg L. Woolven
Gregg L. Woolven
Registered Wealth Management Client Associate
203.863.7646
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.
Merrill Lynch Logo
Andrew C Lombardozzi
Senior Wealth Management Lending Officer
NMLS #571136
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.