Mark DeGregorio

Philosophy

I believe successful wealth management starts with a clear vision and a disciplined plan. Every client has unique goals and challenges, which is why I take the time to understand what is most important before making recommendations. Whether you're planning for retirement, managing family wealth, or preparing for future generations, financial decisions should be guided by strategy rather than short\-term distractions. My role is to help simplify complexity, provide perspective, and support informed decision\-making. Through ongoing communication and thoughtful planning, I strive to build lasting relationships that help clients remain confident and focused as life evolves.

Approach

Every relationship begins with a conversation. By learning about your goals, priorities, and vision for the future, I can develop strategies tailored to your specific needs. My approach combines comprehensive planning, proactive advice, and consistent communication. As circumstances change, I work alongside you to help navigate important decisions, identify opportunities, and keep your financial plan aligned with your long\-term objectives.

Capabilities

Through Merrill and Bank of America, I help clients address a broad range of financial needs beyond investment management. Taking a comprehensive approach, I help coordinate key aspects of your financial life, including retirement planning, lending solutions, estate considerations, and wealth transfer strategies. With access to extensive planning resources and banking capabilities, I strive to deliver integrated guidance that provides clarity, efficiency, and value.

Focus On

I focus on helping individuals and families make informed financial decisions with confidence. From retirement planning and wealth preservation to family and legacy planning, my goal is to provide personalized guidance aligned with your priorities and long\-term objectives.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~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](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition