Brendan joined Merrill Lynch Wealth Management, in 2003, and has been offering advice and guidance to affluent families and individuals to help them achieve their wealth management goals in the areas of retirement planning, executive compensation, education funding, wealth transfer and wealth preservation. He is a Senior Vice President and a Wealth Management Advisor. Brendan has his CERTIFIED FINANCIAL PLANNER^™ certification certified by the CFP^® Board. Brendan has also been named to the FORBES “Best-in-State Wealth Advisors” list ('22-'24). (*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-Floroi 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 annually in January. Rankings based on data as of March 31 of prior year.)  

The De Marco-McCarthy-Florio Group, with offices in St. Petersburg, FL, Providence, RI, and Hingham, MA, and more than 120 years of experience, is dedicated to offering highly personalized goals-based planning, investment management and banking services, by providing a boutique-level experience during both the accumulation and distribution of clients' financial lives. The Group’s mission is “To have a meaningful and lasting impact on the families they serve, to help them live the best life possible with the resources they have, and to help give them a sense of financial well-being.”  They guide, advise and assist multiple generations of clients in moving towards desired lifestyles and legacies for themselves, their families and favorite charitable causes.
 
Brendan graduated from Suffolk University where he earned a Bachelor’s Degree in Business Administration in Finance and Economics.  Brendan resides in Medfield, Massachusetts with his wife, Heather, and their five children.  He serves on the Finance Committee of Ronald McDonald House in Providence.  In his spare time, he enjoys fishing and skiing, being actively involved in his children’s local sporting activities, including coaching wrestling and lacrosse.  He also enjoys spending time with his family, in Harwich Port, MA, and Ludlow, VT.

*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.

Published annually in January. Rankings based on data as of March 31 of prior year.

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.