Merrill Lynch, Pierce, Fenner & Smith Incorporated

About Us

The Baldwin Marcovici Group embodies elite dedication in empowering entrepreneurs and advancing financial leadership. With over 150+ years of experience at Merrill, we provide tailored wealth strategies to ultra-high net worth leaders, entrepreneurs, and their families, as well as financial literacy and planning resources to support them at all stages, from startup founders to established family enterprises. By blending deep personal insight with institutional resources, we help our clients preserve capital, simplify complexity, and achieve long-term financial goals.