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Boston Executive Services Team

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Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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

Vic Diune

Trust Specialist

Bank of America, N.A.

Julie Shea

Julie Shea

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484187

Oliver Hannay

Oliver Hannay

ISG Portfolio Strategist

Merrill Lynch

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Whether you are just receiving seed capital, preparing for an acquisition or IPO, or navigating the complexities of public stock ownership, the members of The Boston Executive Services Team are ready to help you achieve what matters most. With three decades of collective experience, our goal is to know you on a personal level and understand your needs and aspirations. 

We start by listening to develop an insight into who you are and what you’re trying to accomplish. From there, we help you prioritize your goals and learn where you are in relation to where you want to be. As your life changes, we can help you navigate those changes and adjust your strategy as necessary. 

In addition to working with busy individuals and families, we have a nuanced appreciation of the needs of founders and key associates of public and privately held companies. The foundation of our work is to take a big picture view of what is most important in your financial life. Along the way, we will help you think about the things you may not be considering, which can ultimately help position you for the future to pursue the life and legacy you envision.

Philosophy

We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.

Approach

No two investment approaches are alike because no two investors are alike. We'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. We'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.

Equity Ownership & Equity Compensation

As a key associate of a public or privately held company, your equity stake is likely your most complex asset. If you are like many of our clients, the vast majority of your time and energy is focused on growing your company while personal planning takes a back seat.

As a team of veteran advisors with a focus on the entrepreneurial community, we understand the implications of your equity ownership and the challenges you face. With proper preparation, we can help optimize your position and mitigate associated risks as you works towards your personal and professional goals.

We are dedicated to coordinating with your estate attorney, CPA, and other professional advisors to ensure that all components of your financial life are accounted for when preparing for a future liquidity event.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial
      complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.