The Callea Cintron Group at Merrill Lynch Wealth Management

Years before Financial Advisor teams achieved their current popularity, Anthony Callea and Randy Cintron joined forces to establish The Callea Cintron Group. They believed that by working together, they could leverage their complementary talents and areas of concentration to provide a higher standard of service and prudence.

Today, the Callea Cintron Group employs a comprehensive financial planning- based approach to Wealth Management. Their process offers clients tangible recommendations to help achieve a wide variety of goals, including retiring as anticipated, transferring wealth without excessive tax erosion, exiting a successful business and hedging concentrated equity positions.

Anthony and Randy meet multiple times with new clients in order to better understand who they are as people, as well as investors. They collaborate with their clients’ attorneys, accountants, and other advisors or centers of influence to create a coordinated and all-encompassing plan. Once a plan has been crafted and implemented, it is reviewed on a regular basis and adjusted as warranted by changing client circumstances and financial markets or life events.

The Callea Cintron Group serves substantial individuals and their families, successful business owners, senior corporate executives and global investors with complex needs ranging from currency hedging to aircraft leasing. The team’s affiliation with Merrill provides them with an extensive range of resources and support to help clients meet even their most complex financial challenges.

Forbes "Best in State Wealth Management Teams" 2024 &2025
(*Published annually in January. Rankings based on data as of March 31 of prior year.)