advisors

Douglas J. DiCerbo CLU®, Wealth Management Advisor D&P Financial Advisors at Northwestern Mutual

D&P Financial Advisors at Northwestern Mutual based in downtown Boston provides holistic financial planning to a variety of high net worth individuals, families and businesses across the country. Douglas J. DiCerbo, James N. Pettorelli and their staff have a combined 70 years of financial planning experience. Their areas of expertise include, but are not limited to, risk and wealth management, retirement planning, estate planning and business planning. Their goal is to ensure that all clients receive exceptional guidance to help overcome financial challenges and plan for their future, ultimately helping to make their long-term goals a reality.

At a Glance

  • One Beacon Street, 25th Floor
    Boston, MA 02108

  • Financial Services Experience

    21 years

  • Assets Under Management

    Confidential

  • Primary Custodian for Investor Asset

    Pershing, LLC

  • Compensation Method

    Asset-based fees and commissions

  • Minimum Net Worth Requirement

    $1 million (for planning services)

  • Association Member None
  • Professional Services Provided
    • Planning
    • investment-advisory services
    • insurance products
    • money-management services
    • investment products

Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2018 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

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