Anthony DeCerbo

I work with entrepreneurs, business owners, and corporate executives who have built significant wealth — and want a coordinated strategy to protect and grow it.

As a CFP® Professional and CPFA® designee, I partner with a select group of clients who have outgrown generalist advice. My clients share a common challenge: their wealth has grown significantly, but the strategies available to them haven’t kept pace with their needs.

My path to wealth management started early. During college, I interned at the New York Stock Exchange (NYSE), the New York Mercantile Exchange (NYMEX), and Merrill Lynch in New York City — experiences that shaped how I think about markets, institutions, and what sophisticated clients truly need from a financial advisor.

Areas of Focus:
•              Executive Compensation, RSUs & Concentrated Position Management
•              Business Ownership, Succession & Exit Planning
•              Tax Minimization & Cash Liquidity Strategies
•              Multigenerational Wealth & Legacy Planning
•              Alternative Investments
•              Banking & Cash Management (Bank of America)
•              Home Financing & Lending Solutions (Bank of America)

My team partners with Merrill’s Private Executive Services (PES) group in New York City — giving clients access to institutional-level resources typically reserved for the largest private wealth relationships in the country.

As part of the Merrill and Bank of America family, my clients also have access to preferred banking, home financing, and lending solutions — creating a truly integrated financial relationship.

What sets us apart isn’t just our depth of resources — it’s how we work. I start by truly understanding your priorities, your definition of success, and the risks that could get in the way. From there, I build a coordinated strategy and work proactively alongside your CPA, estate attorney, insurance professionals, and other advisors to help make sure nothing falls through the cracks.

This isn’t a one-time plan. It’s an ongoing relationship that evolves as your life does — helping give you clarity, simplification, and more time for the people and things that matter most.

If that sounds like the kind of relationship you’ve been looking for, I’d welcome a conversation.

_{Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.}