Charles Balducci

I’m the founder and co-lead of The Snyder/Balducci Group, a boutique-style banking and investment group inside of Merrill Lynch Wealth Management that focuses on helping a limited number of select entrepreneurs & C-Suite executives with their wealth management. My partner and I oversee a team of over 20 professionals dedicated to assisting ultra-high-net-worth families and individuals achieve their goals. Since joining the firm in 1997, I’ve had the pleasure of helping clients make informed decisions about all aspects of their financial life and am highly skilled at developing customized strategies designed to meet their complex financial needs. Such strategies often address concentrated stock positions, risk management, and tax minimization. My team and I also assist clients with advanced estate planning services, wealth transfer, and philanthropy.

I hold the Certified Investment Management Analyst® and the Chartered Retirement Planning Counselor™ (CRPC™) designations and in addition I earned the Certified Exit Planning Advisor (CEPA®) designation. I hold the Merrill internal designation of Global Institutional Consultant.

I’ve been recognized by:

Named to the 2022 Forbes “America’s Top Wealth Management Teams High Net Worth” list as a member of The Snyder/Balducci Group (Published on November 8, 2022. Rankings based on data as of March 31, 2022), Forbes “America’s Top Wealth Advisors” 2022 (Published on August 24, 2022. Rankings based on data as of Mar 31, 2022), Forbes “Best-in-State Wealth Advisors” list 2018-2022 (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” list 2014, 2016, 2017, 2019-2022 (Published annually in March. Rankings based on data as of September 30 of prior year), On Wall Street “Top 40 Advisors Under 40” list 2009-2015 (Published annually Jan – Mar. Rankings based on data as of Sept 30 – Dec 31 as of prior year), and Financial Times “400 Top Financial Advisers” list 2013 Published on April 11, 2013 (Rankings based on data as of June 30, 2012).

I received a Bachelor’s degree in Finance from Pennsylvania State University. I volunteer as Vice Chairman of the Global Lyme Alliance, the largest Lyme disease charity in the United States. My wife, Amy Marisa, and I live in Greenwich, Connecticut, with our three children, Sofia, Luke, and Siena.