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FINANCIAL CONSULTANT
Merrill Lynch
David De Cerbo, CIMA, CRPC, CFM, MBA CIMA, CRPC, CFM, Vice President - Investments
2 World Financial Center
South Tower, 40th Floor
New York, NY 10281
Phone: 212-236-5478
Phone: 888-428-1719
Cell: 732-331-4528
Fax: 973-607-3097
david_decerbo@ml.com
Through the financial planning process, I provide comprehensive and clearly defined strategies to help my clients and their families achieve their long-term financial goals. Business Philosophy: I generate revenue from fees, not from transactions, thus placing my financial interests squarely in line with that of my clients. Service: I stand ready to provide service and support to multiple client segments, encompassing both corporate and individual clients. Professionalism: I hold myself to the highest levels of professionalism and I am dedicated to upholding Merrill Lynch’s Business Principals. Member since May 2007

A GOOD tip: An individual who wants to consolidate assets and build a long-term investment strategy or perhaps retiring and looking to build an income generating portfolio. Another good tip is a business who is looking to enhance, change providers or establish a new 401k plan.

 

 
 
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