Anthony M. Florio, CPWA®,CRPC™, CFP® Senior Vice President, Wealth Management Advisor

ANTHONY M. FLORIO joined Merrill Lynch Wealth Management in 1998. He has developed an exceptional insight into assisting medical professionals, attorneys and corporate executives with developing tax efficient portfolios, income strategies and retirement planning for their businesses and families. Graduating from Stonehill College with a Bachelor's Degree in Finance, Anthony has also earned the Chartered Retirement Planning Counselor^TM designation, Certified Private Wealth Advisor® certification and the CERTIFIED FINANCIAL PLANNER^® certification certified by the CFP^® Board. Anthony continues to support Stonehill College through the Business Visiting Committee. Anthony has also been named to the FORBES “Best-in-State Wealth Advisors” list in ('22-'24) (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.) For the second year in a row, The De Marco-McCarthy-Florio Group was also recognized as the #1 Wealth Management Team in Rhode Island on FORBES' "Best-in-State Wealth Management Teams" list ('23-'24). (*Published annually in January. Rankings based on data as of March 31 of prior year.) 

*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. *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 9, 2024. Rankings based on data as of March 31, 2023.2024 Forbes "Best-in-State Wealth Management Teams " list.  Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.