SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
THE DE MARCO- MCCARTHY-FLORIO GROUP Wealth Management Group
The De Marco-McCarthy-Florio Group is dedicated to offering personalized goalsbased planning , investment management with a boutique-level experience , during both the accumulation and distribution phases of clients ’ lives . The Group ’ s mission is “ To have a meaningful and lasting impact on the lives of the families they serve , to help them live the best life possible with the resources they have and to give them a sense of financial well-being .” Forbes ranked The De Marco-McCarthy Group as # 1 in Rhode Island on their 2023 Forbes “ Best-in-State Wealth Management Teams ’ list .
Edythe “ Edye ” De Marco joined Merrill Lynch Wealth Management in 1981 . Edye has been named on Barron ’ s “ Top 1,200 Financial Advisor ” list (’ 14- ’ 23 ), published annually February – March . Rankings based on data as of September 30 of prior year .
Forbes recognized Edye , from 2021 through 2023 , as the # 1 Top Women Wealth Advisor in Rhode Island , published annually Feb – April . Rankings based on data as of June 30 – September 30 of prior year . She was also named to Forbes “ Best-in-State Wealth Advisors ” list (’ 18- ’ 23 ), published annually Feb – April . Rankings based on data as of June 30 – September 30 of prior year .
Brendan McCarthy 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 . Brendan was also named to Forbes “ Bestin-State Wealth Advisors ” list (’ 22- ’ 23 ), published on April 7 , 2022 . Rankings based on data as of June 30 , 2021 .
Anthony Florio joined Merrill Lynch Wealth Management in 1998 . He has developed an exceptional insight into assisting medical professionals , attorneys and corporative executives . Anthony was also named to Forbes “ Best-in-State Wealth Advisors ” list (’ 22- ’ 23 ), published on April 7 , 2022 . Rankings based on data as of June 30 , 2021 .
Left to right : ANTHONY FLORIO , CFP ®
Senior Vice President , Wealth Management Advisor
EDYTHE DE MARCO , CFP ®
Managing Director , Wealth Management Advisor
BRENDAN MCCARTHY , CFP ®
Senior Vice President , Wealth Management Advisor
One Financial Plaza , Suite 2500 Providence , RI 02903
401-863-8619 Fa . ml . com / demarco-mccarthy _ group edythe _ demarco @ ml . com
Forbes “ Top Women Wealth Advisors Best-in-State ” ranking was developed by SHOOK Research and is based on in-person , virtual and telephone due diligence meetings to evaluate each advisor qualitatively , a major component of a ranking algorithm that includes : client impact , industry experience , review of best practices and compliance records , firm nominations ; and quantitative criteria , including : assets under management and revenue generated for their firms ( investment performance is not a criterion ).
2023 Forbes “ Best-in-State Wealth Advisors ” list . Opinions provided by SHOOK ® Research , LLC and is based on in-person , virtual and telephone due-diligence meetings 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 ).
SHOOK ’ s rankings do not reflect any client experience , endorse any advisor , indicate future performance and are available for client evaluation only . Compensation was not received from any Advisors for the study . Details available at www . SHOOKresearch . com .
* 2023 Barron ’ s “ Top 1,200 Financial Advisors ” list . Opinions are Barron ’ s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year . Ranking spots determined by each state ’ s population and wealth . Other quantitative and qualitative measures include assets under management , revenues generated for the firm , quality of practice , regulatory records , internal company documents and 100-plus points of advisor-provided data . Rankings do not reflect any one client ’ s experience , endorse any advisor and do not guarantee future investment success . Compensation was not received from any Advisors for the study . Barron ’ s is a trademark of Dow Jones & Company , Inc . All rights reserved .
Merrill Lynch , Pierce , Fenner & Smith Incorporated ( also referred to as “ MLPF & S ” or “ Merrill ”) makes available certain investment products sponsored , managed , distributed or provided by companies that are affiliates of Bank of America Corporation (“ BofA Corp .”). MLPF & S is a registered broker-dealer , registered investment adviser , Member SIPC and a wholly owned subsidiary of BofA Corp .
Certified Financial Planner Board of Standards , Inc . ( CFP Board ) owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™ , and the CFP ® in the United States , which it authorizes use of by individuals who successfully complete CFP Board ’ s initial and ongoing certification requirements . All rights reserved | 5791830 and Date is 07 / 2023
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