Barcomb, Tanguay & Associates

Merrill Lynch Wealth Management
1819 Main Street
Floor 12
Sarasota, FL 34236
(941) 364-5602
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Barcomb, Tanguay & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Barcomb, Tanguay & Associates
Merrill Lynch Wealth Management
Welcome

Our team offers a wide range of potential solutions for individuals, families and businesses. We offer a collaborative network that allows us to draw on our colleagues’ diverse experiences to offer you customized insights, perspectives and potential strategies designed to help you and your family lead the lives you want.

Recognition
David Barcomb
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2021, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
David Barcomb
Managing Director, Senior Financial Advisor
941.364.5602
Jacqueline Luckner
Officer, Registered Wealth Management Client Associate
941.364.5682
Alex Tanguay,

CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
617.946.4270
Stephen Melz
First Vice President, Senior Financial Advisor
617.946.4104
Christopher Ferreira,

CRPC™

Vice President, Senior Financial Advisor
617.946.4159
Madeline Carroll Murray,

CIMA®,CRPC™

Assistant Vice President, Wealth Management Associate
617.946.4238
Alexa Callery
Assistant Vice President, Wealth Management Associate
617.946.4078
William Barry,

CFP®

Relationship Manager
617.946.4309
Nina R Bellio
Registered Wealth Management Client Associate
617.946.4106
Henry Kennedy
Financial Advisor
617.946.4271
David Henesey,

CFP®

Financial Advisor
619.699.4245
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vic Diune
Wealth Strategies Advisor
Mechele A Leonard
Wealth Management Banking Specialist
Bessa Shaw
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.