Local Merrill Lynch Financial Advisor Edythe M. De Marco Is Recognized Among the Top Advisors on Barron’s Magazine’s 2015 “America’s Top 1,200 Advisors: State-by-State” List
Providence, R.I. – Merrill Lynch today announced that Financial Advisor Edythe M. De Marco has been nationally recognized as a top advisor by Barron’s magazine in its annual “America’s Top 1,200 Advisors: State-by-State” list, published on February 23, 2015. In total, 293 Merrill Lynch advisors are included on this year’s list.
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Advisors considered for the “America’s Top 1,200 Advisors: State-by-State” ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.
“Edythe’s inclusion on Barron’s magazine’s annual ‘America’s Top 1,200 Advisors: State-by-State’ list demonstrates her commitment to providing clients a personalized and holistic financial approach to help them pursue personal goals. This recognition is well-deserved, and we are proud to support Edythe with the strength of the firm’s resources as she continues to offer insightful guidance to clients,” said Gary Hernandez, director of the Boston Coastal Merrill Lynch complex.
De Marco resides in Pawtucket, Rhode Island, and has been a part of Merrill Lynch’s Providence office for 32 years.
Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,085 Financial Advisors and $2 trillion in client balances as of December 31, 2014, it is among the largest businesses of its kind in the world. Merrill Lynch Global Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Within Merrill Lynch Global Wealth Management, the Private Banking and Investment Group focuses on the unique and personalized needs of wealthy individuals, families and their businesses. These clients are served by more than 150 highly specialized Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.
Source: Bank of America. Merrill Lynch represents multiple business areas within Bank of America’s wealth and investment management division including Merrill Lynch (North America and International), Merrill Lynch Trust Company, and Private Banking & Investments Group. As of December 31, 2014, ML entities had approximately $2.0 trillion in client balances. Client Balances consists of the following assets of clients held in their ML accounts: assets under management (AUM) of ML entities, client brokerage assets, assets in custody of ML entities, loan balances and deposits of ML clients held at Bank of America, N.A. and affiliated banks.
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