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DG Group & Associates 

DG Group & Associates

Global Wealth Management

Merrill Lynch
450 east las olas boulevard
Suite 1000
fort lauderdale, FL  33301 

Phone(877) 979-6238

Email:  

Directions to Branch

Professional Profile

DG GROUP & ASSOCIATES WEALTH MANAGEMENT
Providing Wealth Management to the Sports & Entertainment Industries



OVERVIEW

DG Group & Associates is a dedicated Financial Advisor team providing wealth management resources to professional sports & entertainment clientele in the NFL, NBA, MLB & NHL.

DG Group & Associates delivers the family office experience, from personalized retirement plans to our "red carpet" service model. In addition, our planning is based upon career time horizon while considering risk tolerance and overall objectives, including philanthropic giving and family planning.

Our understanding of personal privacy allows the client to focus on their career. Importantly, our sophisticated modeling tools allow us to input contract terms, effective tax rates and budgets to provide views into likelihood of success through the Wealth Outlook report.

With over 50 years of experience in this specialized space, our understanding of daily life for our clientele who have experienced sudden wealth at an early age allows us to create personalized financial strategies catering to their needs in today's ever-changing economy.

On the whole, the DG Group & Associates investment discipline focuses on tax efficiency and wealth preservation with focus on education for the client (as well as financial aptitude for their family) creating generational relationships as trusted financial advisors.



SERVICES & BENEFITS provided by DG Group & Associates:

Access to Concierge Banking Services:

• Bill Pay, Direct Deposit and Funds Transfer Service
• Merrill Lynch Online
• Pre Contract Lines of Credit
• Consumer Financing: Home, Auto & Yacht
• Insurance: Life & Disability

•Credit Card Establishment
Through Bank of America, N.A. we provide our clients benefits that go far beyond industry standards giving Card members more for their money (24/7 concierge service & rewards points for travel, hotel and gifts

PROUD HOSTS:

• Senior Bowl Wealth Management Session 2008, 2009, 2011, 2012, 2013, 2014 & 2015
• East-West Shrine Game: Wealth Management Session 2010
• Portsmouth Invitational Tournament Wealth Management Session 2010 & 2011


PROUD SPONSORS:

• Michael Irvin's Celebrity Weekend
• Jason Taylor Foundation
• Athletes in Action
• Children's Home Society
• United Way
• American Heart Association
• The Florida Bar Foundation
• Crohn's & Colitis Foundation



DG GROUP & ASSOCIATES BIOGRAPHIES:
Financial Advisory Team

Jeffrey A. Glusman, CRPC®
Vice President
Senior Financial Advisor


Jeffrey joined Merrill Lynch in July of 2001 as a Financial Advisor and DG Group & Associates in 2009 as a founding partner.

Jeffrey is the Senior Financial Advisor on DG Group & Associates and is the managing partner of the team, from cash flow scenarios and investment matrix to the "red carpet" service model. Jeffrey has his Chartered Retirement Planning Counselor(sm) designation from the College of Financial Planning.

Jeffrey lives in Fort Lauderdale, FL with his wife and their 3 children.

Richard A. De Luca
Financial Advisor


Richard joined Merrill Lynch as a Financial Advisor in 2008 and DG Group & Associates as a founding partner in 2009.

Richard directs the football operations for DG Group & Associates, as well as being a managing partner of the team, handling the day to day communication with clients regarding their wealth management plan and expectations.

Richard began his career as an NFLPA Certified Contract Advisor in 1986 representing veteran NFL players & draft picks for twenty two years prior to Merrill Lynch.

Richard graduated from Tulane University, attended Law School at The University of Miami and is a member of the Sports Lawyers Association. Richard does not provide legal advice in his current role with Merrill Lynch.

Richard resides in Weston, FL with his wife and their 3 daughters.

William K. Fischer
First Vice President-Wealth Management
Senior Financial Advisor


Billy joined Merrill Lynch as a Financial Advisor in 1996 and DG Group & Associates as a managing partner in 2011.

Billy lives in Davie, FL with his wife and their 3 children.

Ian Tacher, CFP®
Wealth Management Advisor


Ian joined Merrill Lynch in 2008 and DG Group & Associates as a managing partner in 2011.

As a Certified Financial Planner™, Ian focuses on tax & estate planning issues, as well as leveraging his CFP® designation. The CFP® designation is awarded by the Certified Financial Planner Board of Standards, Inc. for investment advice.

Ian lives in Coconut Grove, FL with his wife.

Charles A. Cooper
Financial Advisor


Charles joined Merrill Lynch in 2012 and directs the baseball operations for the team. A graduate of The Citadel, Charles majored in Business Administration.

Charles lives in Chicago, IL.


Jesse Boulerice
Financial Advisor


Jesse joined Merrill Lynch in 2011 as a Financial Advisor after retiring from a 16-year career in the NHL. He directs the hockey operations working with players, coaches and executives.

Jesse lives in Raleigh, NC with his wife and their 3 children.

Brian Raimondi
Financial Advisor


Brian joined Merrill Lynch in 2012 after 7 years between Morgan Stanley and Bear Sterns. Working out of our NY office, he focuses on NBA, NFL and MLB clientele.


Derrick Manuel
Financial Advisor


Derrick has been in the financial services industry since 2003, joining Merrill Lynch in 2008 focusing on NFL, NBA and MLB clients.

Derrick has his Masters degree in Finance from Saint Xavier University. He resides in Glenwood, IL.

Patrick Cunningham
Financial Advisor


Patrick joined Merrill Lynch in 2007 and works closely with Richard and Jeffrey for our NFL clients. Patrick graduated from The Citadel with a Bachelor of Science Degree in Business Admin.

Patrick currently resides in Beaufort, SC with his wife.


Shakela Y. Carter
Financial Advisor


In financial services since 2000, Shakela joined Merrill Lynch in January 2009 as Senior Client Associate of the DG GROUP & Associates. In 2014, Ms. Carter was elevated to Financial Advisor on the team focusing on budget establishment/review and day to day business. A Notary Public, she is involved in the Habitat for Humanity & Dare to Care as well as her church (The Faith Center) that helps clothe less fortunate families.


Client Associate

Amy Malkin,
Registered Senior Client Associate


Amy has been in financial services since 1989, joined Merrill Lynch in 2006 & DG Group & Associates in 2009 as a fully registered Sr Client Associate and is the Lead Client Associate on the team.



Rosa Cortiza
Client Associate


Rosa has been with Merrill Lynch since 2001 and joined DG Group & Associates in 2011 as a Client Associate. Rosa helps in portfolio review as well as client service daily.


*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.*

**Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements**

***Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning***

Client Commitment


Richard De Luca is registered to do business in:AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Jeffrey A. Glusman is registered to do business in:AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

William K. Fischer is registered to do business in:AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ian Tacher is registered to do business in:AZ, CA, CT, FL, GA, MA, MO, NC, NJ, NV, NY, OH, PA, TX, VA, VT

Charles Cooper is registered to do business in:CA, FL, GA, IA, IL, IN, KY, MI, MO, NC, OH, SC, WI

Jesse Boulerice is registered to do business in:CA, CT, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WV

Brian Raimondi is registered to do business in:CA, CT, DE, FL, GA, IL, MD, MI, MN, NC, NJ, NV, NY, PA, SC

Patrick Cunningham is registered to do business in:AZ, CA, CO, CT, FL, GA, IN, KY, LA, MD, MI, MN, NC, ND, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI, WV

For questions regarding registration information please contact your Financial Advisor.
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