Jancisin | DiSilvio

Private Wealth Advisors

Empowering Prosperity, Simplifying Wealth. Our unwavering commitment is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth for a select clientele who seek not just management, but mastery of their wealth.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Jeremy Floberg

Wealth Strategies Advisor

Bank of America, N.A.

William J Bosack

Structured Credit Executive

Bank of America, N.A.

Antonio Caruso

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #572969


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Derek S Jancisin

Financial Planning's "Top 40 Advisors Under 40" 2024
Published on February 6, 2024. Rankings based on data as of September 30, 2023.*.

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Wealth Advisors" 2018-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2021-2024
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Top Next-Generation Wealth Advisors" 2018-2022
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Gennaro R DiSilvio

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*

Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

How Our Clients Benefit

David Jancisin founded Jancisin | DiSilvio in 1976 as a sole practitioner. As the financial world evolved, so did his client’s needs. Families with significant wealth need more access & attention so they don’t miss any opportunities. Specialized experts are required to focus on areas beyond investments to help maximize your wealth’s full potential. More experience is required to help increase efficiency and eliminate wasted time and money.

Today, Jancisin | DiSilvio is a multi-disciplinary team of highly skilled, compassionate professionals with more than 100 years of combined financial services experience. Our large, dedicated team offers strategic guidance to a select group of affluent families, corporate executives, business owners, professional athletes, and institutions across the country. For your convenience, and to enhance our commitment to personalized attention, we have offices strategically located in Pittsburgh and Robinson, Pennsylvania, Los Angeles, California and Bridgeport, WV.

As our multigenerational family business approaches its fifth decade, we remain committed to providing our clients with individually tailored advice, personalized attention, effective communication, and extraordinary service. Our diversification in age, as well as acumen, gives us a unique collective insight into the history and future outlook of wealth management. It helps us meet a variety of financial needs that may occur during the various stages of your life and the lives of your children and grandchildren.

Every member of our team brings essential academic, professional, and financial training necessary to serve all of your wealth management needs. We strive to continually improve our skills and knowledge and routinely earn designations and attend symposia on a wide range of wealth management and financial services topics. More important than the intellectual strength and knowledge that this education represents, the depth and breadth of our decades of real-world experience helps us tend to a multitude of areas of your financial life, no matter how complex.

· Investment management
· Trust and estate planning strategies
· Customized credit and lending solutions
· Private banking services
· Institutional consulting
· Intergenerational wealth transfer services
· Business owners’ services
· Philanthropic solutions
· Family office services

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Intergenerational Family Wealth

As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.

Family Offices

As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

Entertainment Industry Professionals

As rewarding as success in the entertainment industry can be, income is not always consistent and careers can be subject to swift change. Managing your finances requires a disciplined, knowledgeable and experienced approach to help you make the most of your success, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like services to help you enjoy the rewards of your profession while striving for financial goals that will benefit yourself and your family. Drawing on the extensive capabilities of a global institution, we offer financial strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.

Professional Athletes

As a professional athlete, you understand how grit and determination have helped you succeed in a challenging environment, as well as the unique financial needs that come with your success. At Merrill Private Wealth Management, we are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your financial life and build the legacy you envision.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Strategies for Institutions

Jancisin | DiSilvio can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America and Merrill Global Institutional Consulting (GIC). Through our relationship with GIC, we can put the resources and intellectual capital of Bank of America and Merrill to work to help companies, including asset-based insurance companies, credit unions, middle-market banks, and other fraternal benefit societies prepare strategies to help meet their investment needs.

We help companies address today’s complex investment challenges by providing access to a broad spectrum of institutional investment strategies typically reserved for larger institutional investors and aligned to their needs and goals. Our mission is to harness the power of one of the world’s largest global financial firms on behalf of clients through an intimate client-consultant relationship.

  • Custody assets
  • Bond management and trading
  • Managed equities
  • Alternative investments* through UHNW Select Opportunities

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.