Anthony Florio
,
Senior Vice President, Wealth Management Advisor
101 Derby St Suite 100
Hingham, MA 02043
781.741.2548
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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 CounselorTM 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-'23)(*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 on January 9, 2023. Rankings based on data as of March 31, 2023.) *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.

Recognition
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Kelsey Linares,

CFP®

Wealth Planner
401.863.8762
Madison LeKites
Wealth Management Client Associate
401.863.8644
Austin P. O’Shea
Registered Wealth Management Client Associate
401.863.8690
SueAnne Walsh
Registered Wealth Management Client Associate
401.863.8728
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 M Florio is registered to do business in AK, AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KS, MA, MD, ME, MI, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI.
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.