Picazio/McHargue Group

Merrill Lynch Wealth Management

871 Venetia Bay Blvd.
Suite 100
Venice, FL 34285
(941) 486-3907
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Picazio/McHargue 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.
Picazio/McHargue Group
Merrill Lynch Wealth Management
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
Cole McHargue
Assistant Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Picazio/McHargue Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Thursday, January 25th 2024| 6:30 PM EST
Upcoming Seminar!

We will be hosting a Retirement Seminar with dinner provided on January 25th! If interested, please reach out to our team and be sure to let them know how you heard about this exclusive event! An RSVP is required for attendance.

Meet Our Team
Stephen Picazio
Senior Vice President, Senior Financial Advisor
941.486.3913
Jay McHargue,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
941.486.3907
Cole McHargue,

CFP®

Assistant Vice President, Wealth Management Advisor
941.486.3930
Samuel Stempler
Officer, Financial Advisor
941.486.3921
Amy DePriester
Assistant Vice President, Wealth Management Associate
941.486.3924
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.
Thomas Schneckner
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
T.J. Friscia
Wealth Management Banking Specialist
Merrill
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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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.
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.