Providence, RI

Merrill Lynch Wealth Management Office
One Financial Plaza
Providence, RI 02903
401.863.8600
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Providence, RI
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
401.863.8724
THE DE MARCO-MCCARTHY-FLORIO GROUP Team Photo
Merrill Lynch Wealth Management
800.819.4993
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401.278.7011
The Schmidt Wealth Management Group
Merrill Lynch Wealth Management
888.224.3220
Merrill Lynch Wealth Management
401.278.7019
Merrill Lynch Wealth Management
585.899.2617
Merrill Lynch Wealth Management
401.278.7033
The Fontes Dias Group
Merrill Lynch Wealth Management
401.278.7018
The Lepley Group
Merrill Lynch Wealth Management
401.863.8659
Merrill Lynch Wealth Management
401.863.8609
Merrill Lynch Wealth Management
401.863.8768
Merrill Lynch Wealth Management
401.863.8613
Merrill Lynch Wealth Management
401.863.8623
The Ruzzo Palmieri Group Team Photo
Merrill Lynch Wealth Management
401.863.8628
Stiness Donnelly Group
Merrill Lynch Wealth Management
401.863.8613
Financial Advisor
401.863.8678
Financial Advisor
401.863.8615
Merrill Financial Solutions Advisor
401.278.7030
Senior Vice President, Resident Director - Wealth Management Advisor
401.278.7022
Senior Vice President, Wealth Management Advisor
401.863.8688
Financial Advisor
401.278.7042
Financial Advisor
401.863.8604
Merrill Financial Solutions Advisor
401.278.7054
Merrill Financial Solutions Advisor
401.863.8605
Financial Advisor
401.278.7052
Assistant Vice President, Financial Advisor
401.278.7016
Financial Advisor
401.863.8725
Financial Advisor
401.863.8647
Senior Vice President, Senior Financial Advisor
401.278.7021
First Vice President, Wealth Management Advisor
401.278.7040
Financial Advisor
401.863.8665
Financial Advisor
401.278.7025
Managing Director, Wealth Management Advisor
401.863.8619
Shane Fargo
Merrill Financial Solutions Advisor
401.863.8654
First Vice President, Wealth Management Advisor
401.863.8659
Senior Vice President, Senior Financial Advisor
401.278.7037
Vice President, Senior Financial Advisor
401.278.7003
Senior Vice President, Wealth Management Advisor
401.863.8613
First Vice President, Senior Financial Advisor
401.863.8673
Jean Cazeau Headshot Image
Financial Advisor
401.863.8614
Managing Director, Wealth Management Advisor
401.863.8620
Senior Vice President, Senior Financial Advisor
401.278.7041
Senior Vice President, Senior Financial Advisor
401.863.8755
Vice President, Wealth Management Advisor
877.268.1779
First Vice President, Wealth Management Advisor
401.278.7044
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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.
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.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.