The DiPrinzio Group
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.
Since 1984, The DiPrinzio Group has been delivering knowledgeable, customized investment consulting guidance to a range of institutions. The DiPrinzio Group has worked with clients that include defined benefit and defined contribution funds of corporations; Taft-Hartley organizations; foundations and endowments; long-term investment reserves for health care and religious organizations, and other nonprofit institutions.Under the leadership of Global Institutional Consultant Ron DiPrinzio, The DiPrinzio Group is among a select group of Merrill Lynch Wealth Management financial advisor teams that are part of the Bank of America Merrill Lynch Global Institutional Consulting group. Attaining this designation as a Global Institutional Consulting group team means that The DiPrinzio Group has met requirements related to a comprehensive, multidimensional professional assessment and a review of their institutional client experience. Members of the team have attained either the Certified Investment Management Analyst® (CIMA®) and/or the Chartered Financial Analyst® (CFA®) designation, each of which are industry recognized professional certifications.The DiPrinzio Group is a tight-knit group of professionals who are focused on providing a high degree of professional service and customization for a limited number of institutional relationships. As such, teamwork is intrinsic to The DiPrinzio Group's approach, with each member of the The DiPrinzio Group bringing to each relationship years of experience and knowledge acquired from working closely with a broad range of institutional investors. The teamwork and knowledge of The DiPrinzio Group, gained over the course of different market cycles, has given them valuable insight into the investment decisions of institutions, a perspective that helps them focus on the important issues. They share a strong commitment to guiding institutional investment programs and strategic decision making, bringing to bear their extensive experience and training together with their deep understanding of the resources of Bank of America and Merrill Lynch Wealth Management.###### *Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.###### *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.