The Callea Cintron Group at Merrill Lynch Wealth Management
Well before advisor teams became a widely adopted model, Anthony Callea and Randy Cintron formed The Callea Cintron Group with a shared conviction: that a collaborative approach, grounded in complementary expertise, would deliver a higher standard of insight, discipline, and client service.
Today, the Callea Cintron Group employs a comprehensive, planning-based approach to wealth management. Their disciplined process delivers actionable, thoughtful strategies designed to address a broad range of financial objectives, including retiring with confidence, transferring wealth efficiently, exiting a successful business, and managing or hedging concentrated equity positions.
Anthony and Randy take a highly personal approach, meeting extensively with new clients to gain a deep understanding of their values, priorities, and long-term aspirations—both as individuals and as investors. They work closely with clients’ attorneys, accountants, and other trusted advisors to develop a fully integrated and coordinated wealth plan. Once implemented, each plan is reviewed regularly and refined as appropriate to reflect evolving client circumstances, market conditions, and life events.
The Callea Cintron Group serves high-net-worth individuals and families, successful business owners, senior corporate executives, and global investors with sophisticated needs, including currency management and specialized asset strategies such as aircraft leasing. Backed by the breadth, resources, and capabilities of Merrill, the team is uniquely positioned to help clients navigate even the most complex financial challenges with clarity and confidence.
Forbes "Best in State Wealth Management Teams" 2024 &2025
(*Published annually in January. Rankings based on data as of March 31 of prior year.)
Every potential solution we craft is deliberately shaped around the distinct priorities, values, and long-term ambitions of the families we serve. Guided by a customized financial plan, we identify, rigorously assess, and invest in opportunities we believe are both prudent and purposeful—carefully calibrated to risk, objectives, and time horizon.
Through a disciplined yet thoughtful approach, we distill complexity into clarity, bringing structure, confidence, and intention to every financial decision. This experience is delivered through a bespoke boutique-style model, seamlessly uniting deeply personalized advice with the capabilities, insight, and reach of a leading global bank.
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.
