Anthony DeCerbo
,
Assistant Vice President, Wealth Management Advisor
NMLS #1569854
401 East Las Olas Blvd
Fort Lauderdale, FL 33301
954.537.3937
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As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.To visit my team website, click here.
Profile

Anthony serves as a Wealth Management 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 strategically partners 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 holds the CERTIFIED FINANCIAL PLANNER certification and he is a graduate from Florida State University with a bachelor's degree 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 Lynch in New York City. In addition to staying active in his community, Anthony's outside interests include traveling, playing and watching sports, and spending time with family and friends. Anthony currently resides in Fort Lauderdale, FL.




*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.

Meet Our Professional Staff
Mark Ugartechea
Registered Wealth Management Client Associate
954.357.4595
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.
Corey Bilbo
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1392632
Deborah Pugatch
Wealth Management Banking Specialist
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Sameer Derashri
Wealth Strategies Advisor
Bank of America, N.A.
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Wednesday, May 1st 2024| 4:00 PM EST
Looking Forward to a New Era of Growth

Looking Forward to
New Era of Growth

Please join Merrill for a discussion with our top industry experts who will discuss how this year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.

TOPICS WILL INCLUDE:

· What a potential recession could mean for the markets
· Dealing with inflation, volatility, and other investment risks
· Portfolio strategies and opportunities to consider now

Wednesday, May 1, 2024
4:00 p.m. - 5:00 p.m. ET

SPEAKER
Savita Subramanian
Managing Director; Head of U.S. Equity and Quantitative Strategy
Bank of America Global Research

HOST
Steven Alch
Managing Director, MWM South East Division Executive, Merrill

Thursday, September 5th 2024| 5:00 p.m. EST
The Washington Update 2024

Event Overview

Merrill invites you and your clients/prospects to a 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 potential growth strategies for business owners, executives, and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.

Click here to reserve your place for this exclusive, live virtual event. Please make sure to use access code TROP when registering to ensure your registration is confirmed.

Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.

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Anthony DeCerbo is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, LA, MA, MD, ME, MT, NC, ND, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.