The HART Group

The HART Group



Global Wealth Management

1201 MARKET STREET
Suite 2000
WILMINGTON, 
DE  19801

Directions to Branch
Phone: (888) 436-5423

Email:  

PROFESSIONAL STAFF

(302) 571-5524 Wealth Management Advisor
(302) 571-5532 Sr Investment Associate
(302) 571-5120 Wealth Management Advisor
(302) 571-5529 Wealth Management Advisor
(302) 571-5131 Registered Client Associate
(302) 571-5534 Client Associate
(302) 571-5193 Client Associate
(302) 571-5531 Client Associate

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, as of 06/01/2014 clients have entrusted us with over $1.1 billion in assets.

Cynthia Hewitt, CIMA®, CPWA®, CRPC®
Managing Director - Wealth Management

Cynthia Hewitt is a Managing Director – Wealth Management with Merrill Lynch. She is a graduate of Vanderbilt University. She is a Certified Investment Management Analyst® (CIMA®) and a member of the Investment Management Consultants Association (IMCA). Cynthia has also completed several courses at the Wharton School of Executive Education. Cynthia has recently earned the Chartered Retirement Planning Counselor(sm) (CRPC®) designation from the College for Financial Planning. She has also completed the Certified Private Wealth Advisor ® designation through IMCA.

Cynthia joined Merrill Lynch in 1976. She has become a Wealth Management Advisor. Cynthia is a past member of the Merrill Lynch National Advisory Council to Management. Cynthia is a Founder of the Fund for Women in Delaware and is on the Investment Committee for the Delaware Community Foundation. Cynthia is a trustee of the Christiana Care Health System and also serves on the Serviam Girls Academy Advisory Council. Cynthia is on the board of trustees for the Library of American Landscape History. Cynthia is a trustee of The Tatnall School and serves as the Chair of the Investment Committee for Tatnall’s Endowment Fund. Cynthia is also a newly elected member of the Board to Trustees for Winterthur Museum, Garden and Library. Additionally, Cynthia was honored as a Distinguished Alumna by The Tatnall School in Wilmington, Delaware.

For the past eight years, Cynthia was named as one of the top 100 Women Advisers in the country by Barron’s. And, in 2009, Cynthia was named as one of the top 1000 Adviser’s in the country by Barron’s and was recently named among the 2009 “Top 100 Wirehouse Advisors in America” by Registered Rep. magazine. In 2010, 2011, 2012, 2013 and 2014 Cynthia was named one of the top 1200 Adviser’s in the country and was named #1 in the state of Delaware by Barron’s.

Cynthia plays both golf and tennis and enjoys boating on the Chesapeake Bay. She lives in Yorklyn, Delaware with her husband and has one grown son.

Jill M. Angstadt-Truesdell, CFP®
Vice President
Senior 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®
Senior Vice President - Wealth Management
Wealth Management Advisor


Tom is a graduate of the United States Air Force Academy. There he earned his Bachelor of Science and was commissioned as a 2nd Lieutenant in the U.S. Air Force. He earned his MBA 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 investment management and developing financial strategies. He is a Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Certified Investment Management Analyst ® (CIMA®), and a Chartered Retirement Planning Counselor (sm) (CRPC®). He is a member of the Financial Planning Association and the Investment Management Consultants Association. Tom is a retired Air Force Reservist with 21 years of combined active duty and reserve service. He and his wife, who is a former 4th grade school teacher in the Brandywine School District, have two daughters.

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


Don started with Merrill Lynch in their asset management division in 1993, 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 Senior 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 (sm) designation, and is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a member of the CFA Institute of Charlottesville, VA and The Financial Analysts Society of Philadelphia.

William H. Jones III
Registered Client Associate

William is a graduate of Coastal Carolina University, where he received a Bachelor of Science Degree in Business Administration. He joined Merrill Lynch as a Client Associate in May of 2013. He currently resides in Chadds Ford, PA, and enjoys mountain biking, golf, and tennis.

Jennifer Wick Cassidy
Client Associate

Jennifer joined Merrill Lynch as a Client Associate in 1999, and provides administrative support to the team. She was a 2003 and 2006 recipient of the STAR award, an internal accolade given for outstanding service achievement. A graduate of Washington College, she earned a B.A. in Business Management. She is married with a daughter and lives in Smyrna, DE.

Jamie L. Ficco
Client Associate

Jamie is a graduate of Goldey-Beacom College, where she received a Bachelor of Science Degree in Business Administration. She has been a Client Associate with Merrill Lynch since 2005 and provides administrative support to the team. She currently resides in Newark, DE with her husband and three dogs.

Eric D. Robson
Client Associate

Eric joined Merrill Lynch as a Client Associate in April of 2014, and provides administrative support to the team. He attended Indiana University where he was the 2000 Big Ten Champion and NCAA All American in platform diving. He is married with two sons and lives in Newark, DE. In his spare time he enjoys training for, and competing in triathlons.

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 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:AK, 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 Hewitt is registered to do business in:AK, 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 Rice is registered to do business in:AK, 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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