Dick penton merrill lynch-CARL NARDONE Obituary - Naples, Florida | cherrycitykitties.com

Beloved husband of Rosemary nee Gregg ; dear father of Carl W. Nardone; cherished grandfather of Lulu and Paul; loving brother of Rosemarie Fallon and the late Ann Montanti; fond uncle of many nieces and nephews. Carl was a graduate of the U. Naval Academy and longtime investment advisor for Merrill Lynch. In lieu of flowers, contributions suggested to the Paul G.

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Beloved husband of Rosemary nee Gregg ; dear father of Carl W. Nardone; cherished grandfather of Lulu and Paul; loving brother of Rosemarie Fallon and the late Ann Montanti; fond uncle of many nieces and nephews.

Carl was a graduate of the U. Naval Academy and longtime investment advisor for Merrill Lynch. In lieu of flowers, contributions suggested to the Paul G. Ignatius High School, W. Interment private. Please sign Guest Book at: www. Our thoughts and prayers are with you. Carl is missed everyday. Carl its been 10 years since ive spoken to you. Im sorry about your dad. I got married and lost my husband in February Call me if you want My Dear Friend Rosemary, We are so sorry not to have seen both of you when we were in Naples this winter.

Doesn't seem possible! Gary and I so enjoyed being with all of you on Friday nights. Will keep you in our prayers and hope your and your family find a way to get through these difficult times. Dear Rosemary, great sadness about your loss. It always was a treat to spend time with both of you at Rosemarie's. Celia Lazaro. Peace b with u.

Rosemary, Carl, and Gregg we are so sorry for your loss. You are all in our thoughts and prayers during this difficult time. His passing leaves a void in the world and peoples' lives who he touched but his memory lasts with all of us forever. Laura and Dick Penton. CARL F. Obituaries Send Flowers. Guest Book. Not sure what to say? May God bless you and your May your hearts soon be filled May the love of friends and As the days and weeks pass, and In loving memory of a wonderful Grief can be so hard, but our Virgin Islands U.

Minor Outlying Islands. Get email updates for this page? Posting Guidelines FAQ. Carl if you need anything my number is Sorry to hear this news. Never miss an update about CARL. Sign up today. Update Me. All rights reserved.

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Penton-Telerico Group. About Us The Penton—Telerico Group is a team that provides consulting services and investment advice to institutions. Foundations and Endowments Our goal in working with foundations, endowments and other nonprofits is to help them pursue their objectives or stated missions.

Meet The Group "As a team, we work exceedingly well together. Belonging to the select group of Merrill Lynch financial advisors specially designated by Bank of America Merrill Lynch as Global Institutional Consultants, he is dedicated to providing a full spectrum of integrated institutional consulting services to help such clients as Taft-Hartley retirement plans, corporations, foundations, endowments and nonprofit organizations pursue their objectives and fulfill their missions.

Steve focuses on executive wealth management, advisory services, managed money, and equity and fixed-income analysis. Steve is approved to offer consulting services to institutional clients with complex defined-contribution investment needs. He can help retirement plan sponsors design and administer all types of defined-contribution plans— k , b and —as well as nonqualified defined-contribution plans and supplemental executive retirement plans.

Outside the office, Steve enjoys skiing, running, playing golf and bike riding. Mark graduated in from Miami University in Oxford, Ohio, where he was a Division I student athlete, and competed throughout North America as a professional golfer before joining Merrill Lynch in Today Mark focuses on executive wealth management, managed money, Taft-Hartley retirement plans, and equity and fixed-income analysis.

He also provides advisory services to corporate boards, foundations, endowments and nonprofits. Mark prides himself on being a good communicator who can explain financial concepts and investments in easy-to-understand terms. He regards client education as an important part of his responsibilities and seeks to expand the financial knowledge of board members and individual clients alike, so that they can make informed decisions about their wealth management and the direction of the organizations they serve.

Mark is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies.

When not working with clients, he enjoys playing golf, skiing and playing the drums. Rita brings a unique perspective to the team, having been with Merrill Lynch since She began her career as a wire room operator and has held a variety of client service positions, including bookkeeper, Client Associate and Senior Client Associate.

As a Registered Senior Client Associate, she draws on her extensive experience to assist the team with trade execution and order entry. Her additional areas of responsibility include expediting account-related services, reviewing daily reports, scheduling client reviews and working to enhance client satisfaction.

Rita and her husband, Daniel, live in Mentor, Ohio. She is responsible for providing clients with a high level of service in various operational and administrative areas. She has built long-standing relationships with clients through an extensive understanding of services offered by Merrill Lynch.

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The sole remaining issue in this case is the amount of damages defen dant suffered as a result of plaintiff's breach of the FACAAP and Growth Award plans. Defendant is to submit a motion for summary judgment on this issue no later than September 14, Plaintiff may submit a brief in opposition no later than September 28, Any reply brief is due no later than October 5, Judge Patricia A.

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