LeTip of Montclair NJ is a professional networking organization serving Clifton, West Orange, North Caldwell, Bloomfield, Mapleweood, Summit,
Edison, Glen Ridge, South Orange
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Merrill Lynch
David De Cerbo CFP®, CIMA®, CRPC®, CFM, MBA CFP®, CIMA®, CRPC®, CFM, Senior Vice President
2 Tower Center Blvd.
12th Floor
East Brunswick, NJ 08816
Phone: 732-214-8200
Phone: 888-428-1719
Fax: 973-607-3097
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 or defined benefit plan.


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