The Hart Group

The Hart Group



Global Wealth Management

1201 MARKET STREET
Suite 2000
WILMINGTON, 
DE  19801

Directions to Branch
Phone: (302) 571-5524

Email:  

PROFESSIONAL STAFF

(302) 571-5532
(302) 571-5120
(302) 571-5529
(888) 436-5423

Professional Profile

The HART Group provides highly personalized family wealth planning to an exclusive clientele of affluent individuals and families, as well as corporate and non-profit clients. We provide services in asset and liability management, estate planning, tax minimization, income and asset protection, and intergenerational wealth transfers. In total, clients have entrusted us with over $850 million in assets.

Cynthia A. Hewitt, CIMA®, CRPC®, CFM
Managing Director

Cynthia Hewitt is a founding Senior Partner of the HART Group at Merrill Lynch. In 2010, Cynthia was named the #1 Financial Advisor in Delaware by Barron’s. In addition to this recognition, Cynthia has been listed in the Top 100 Women Advisors by Barron’s in each of the past four years. In 2009, she was recognized by Registered Rep magazine as one of the Top 100 Advisors in the Nation. She is a member of the Investment Management Consultant Association. Cynthia was a member of the Merrill Lynch National Advisory Council to Management from 2006 – 2009. Cynthia serves on the investment committees of the Delaware Community Foundation, the Tatnall School, and the Ulster Project – Delaware. She is on the Planned Giving Committees for the Delaware Community Foundation and the Tatnall School. Cynthia is on the Steering Committee for the Wintherthur Garden and Landscape Society. She is also a founder of The Fund for Women in Delaware. Cynthia has been with Merrill Lynch for over 34 years. She lives in Yorklyn, Delaware with her husband.

Jill M. Angstadt-Truesdell, CFP®
Assistant Vice President
Investment Associate


Jill is a graduate of the University of Delaware with a B.S. in Accounting and has worked closely with Cynthia during her entire career. She is a Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. As an Investment Associate, she has helped Cynthia execute many of the intricate strategies that they have developed for their high net worth clientele.

Thomas B. Rice, CFP®, CIMA®, CRPC®
Vice President
Wealth Management Advisor


Tom is a graduate of the United States Air Force Academy. There he earned his Bachelor of Science in English and was commissioned as a 2nd Lieutenant. He earned his M.B.A. in International Trade and Finance from Texas A & M University. Tom has been a Wealth Management Advisor with Merrill Lynch since 1999, specializing in high net worth financial and estate planning services. He is a Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Certified Investment Management Analyst™ (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC®). He is a member of the Financial Planning Association and the Investment Management Consultants Association. Tom remains an Air Force Reservist and is an avid tennis and hockey player. His wife is a 4th grade school teacher in the Brandywine School District.

Donald P. Truesdell, Jr., CFP®, CRPC®
Vice President
Wealth Management Advisor


Don started with Merrill Lynch in their asset management division, where he spent six years, the last three as a Portfolio Manager. There, he was responsible for managing the equity and fixed income portfolios for institutional clients. In 1999, he transitioned to the Global Wealth Management Group to become a Wealth Management Advisor. Today, he is a Vice President and is responsible for providing strategic financial guidance to the high net worth clients that he serves. Don has an economics degree from Allegheny College, has earned the Chartered Retirement Planning Counselor™ designation, and is a Certified Financial Planner™. He is a member of the CFA Institute of Charlottesville, VA and The Financial Analysts Society of Philadelphia.




Client Commitment
Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

Donald Truesdell is registered to do business in:AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Thomas B. Rice is registered to do business in:AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Cynthia A. Hewitt is registered to do business in:AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

For questions regarding registration information please contact your Financial Advisor.
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