Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
Serving as a trusted resource for families and businesses since 2006. Ethan is a CERTIFIED FINANCIAL PLANNER™ practitioner and Financial Advisor, working diligently to integrate elements of his clients' insurance, income tax, investment, retirement and benefits, and estate planning goals in his ongoing advice and guidance.
Stewardship is the core of Ethan's professional purpose. Prior to joining Merrill Lynch Wealth Management he 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, and has handled thousands of additional instruments on behalf of musicians and collectors. He currently serves as a member of the Board of Directors of the Violin Society of America (VSA).
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
We understand that both your life and the financial markets can change over time. By 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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.