Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I provide the insights of a banker, financial advisor, and investment manager focused on the financial flexibility of working professionals and their families. Based in downtown Boston, I serve clients in New England and beyond who want the power to focus on what matters most to them.
Ethan has worked on behalf of individuals, private families, small businesses and public institutions since 2006, striving for better outcomes in their highest interest. In his practice as a financial advisor today, he guides the wealth management process by focusing on why instead of what. He believes this emphasis is true goals-based, mission-driven advisory.
Prior to joining Merrill Lynch Wealth Management, Ethan worked as an appraiser and dealer of fine stringed instruments in Boston and New York, directing the sales of historically-important rare violins by the Stradivari, Guarneri, and Amati families of 18th Century Italy. In 2011 he led the auction of a world-record setting violin, the 'Lady Blunt' Stradivarius of 1721, for $15.9 million. He has handled thousands of additional instruments on behalf of musicians and collectors and continues to hold the principle of stewardship as central to his professional purpose.
Ethan earned his Master of Business Administration (MBA) and Master of Science in Finance (MSF) from Northeastern University and lives in Boston with his family.
He warmly invites your inquiries and looks forward to assisting with what you value most.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.