Montauk, NY Office

Marc Balducci is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on providing a multifaceted approach to wealth management. He assists clients with various aspects of their financial situations, including retirement and estate planning, wealth preservation, and risk management strategies. Since joining Merrill Lynch Wealth Management in 2002, Marc has served affluent clients, including senior-level business executives and partners at major law and accounting firms, helping them develop strategies for preserving and growing their accumulated wealth. Marc holds a Bachelor's degree in Communications from Duquesne University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. As a qualified Portfolio Manager, he offers traditional advice and personalized portfolio management, employing strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages his strategies on a discretionary basis through the firm's Investment Advisory Program. Marc is involved with the charitable organization American Corporate Partners, where he mentors military veterans transitioning into the private sector. He lives in Montauk, Long Island, with his wife, Denice, and their daughter, Valentina. In his leisure time, Marc enjoys outdoor activities and spending time with his family.