Tag: Merrill Lynch Wealth Management
Five Questions With: Allen C. Jones
Allen C. Jones recently assumed responsibility for Merrill Lynch Wealth Management in Rhode Island as the new market executive. His career has spanned more...
BofA Lincoln charity golf tournament raises $25K for Audubon Society
PROVIDENCE – Bank of America Corp.’s Merrill Lynch Wealth Management call center in Lincoln raised $25,000 for the Audubon Society of Rhode Island through...
Five Questions With: Courtney McCarthy
Courtney McCarthy was named market executive for Merrill Lynch Wealth Management’s Coastal New England Market in November.
McCarthy began her career there as associate...
Five Questions With: Edythe M. De Marco
Edythe M. De Marco is a financial adviser with Merrill Lynch Wealth Management in Providence and was recently named by Forbes as a 2020...
Forbes names 5 R.I. wealth advisers among ‘Best-In-State Next-Gen Advisors’
PROVIDENCE – Forbes magazine recently released its nationwide list of “Best-In-State Next-Gen Advisors,” and five from Rhode Island were recognized.
The Ocean State wealth advisers included:...
Study: Heirs in the dark on family wealth decisions
PROVIDENCE – A new study found that 64% of “wealth holders” have never talked with family members about how or why they intend to...
10 R.I. wealth advisers named to new Forbes ‘Best-In-State’ list
PROVIDENCE – Who are the best wealth advisers in Rhode Island?
Forbes magazine seems to know, issuing its annual nationwide list of “Best-In-State Wealth Advisors.”
The...
De Marco fosters wealth-nurturing team
Industry Leader, Financial Services | Edythe M. De Marco, Merrill Lynch/Bank of America
You can talk about how Edythe M. De Marco joined Merrill...
Wealth managers divided on delay of fiduciary rule implementation
The decision to once again delay full implementation of the so-called fiduciary rule comes with a sigh of relief to some financial planners not...
- Featured Event -
