Clients have been entrusting their assets to Mary since she joined Merrill in 1981. She diligently works with individuals and families and demonstrates the professionalism and compassion required to understand their needs and desires. Mary is adept at helping clients who may not have the time or inclination to immerse themselves in the day-to-day investment process to build, manage and preserve their wealth so that they can live the life they envision.

She believes her dedicated work ethic and caring nature are two of the many reasons several client relationships span two or three generations of a family. Mary’s goals are to exceed their expectations with exceptional service and personalized attention as well as to be a financial resource and collaborator in matters large and small.

Mary spends much of her time learning about clients’ current needs, concerns and future aspirations. Backed by the vast resources and investment insights of Merrill Lynch Wealth Management and the banking strength of Bank of America, she develops strategies and recommendations for the various life scenarios clients may face.

Mary possesses the academic and professional credentials and training necessary to address and educate clients on a wide variety of wealth management strategies. These pursuits help her stay abreast of new ideas and important industry trends to prepare for potential events that may affect clients’ financial situations. Her long tenure in the industry has given Mary invaluable insights that she applies in helping clients navigate the ever-changing investment environment. Mary has been named to Barron's Top 100 Women Financial Advisors in 2021 for the 13th consecutive year (*Published annually in June. Rankings based on data as of March 31 of current year). She was also named to Barron’s Top 1,200 Financial Advisors in 2022 for the 6th consecutive year (*Published annually in March. Rankings based on data as of September 30 of prior year). Financial Times Top 400 Financial Advisors in 2016 through 2021 (*Published annually Mar – April. Rankings based on data as of June 30 of prior year.). Mary was named to Forbes' “Best-in-State Wealth Advisors” list in 2022 for the 5th consecutive year (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.) In addition, Mary was named to Forbes’ Top Women Wealth Advisors in 2022 for the 6th consecutive year (*Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year) and to Forbes' list of America’s Top 250 Wealth Advisors in 2021 for the 5th consecutive year (*Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year).

Mary graduated from the University at Albany in New York with a Bachelor’s degree in Finance. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and most recently received her SE-AWMA™ and Sports & Entertainment Accredited Wealth Management Advisor™ designation. Mary has also earned the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®)and the Chartered Retirement Planning Counselor (CRPC®) and Chartered SRI Counselor (CSRIC) designations. Mary holds her Series 7 and 66 FINRA registrations. She successfully completed the Merrill Financial Advisor’s Leadership Program at The Wharton School of Business and participated in an executive symposium at the Harvard University Extension School. Mary is a member of the Investments and Wealth Institutes. She sits on the Finance Council of Ascension Parish in Sudbury and is a member of the Lincoln Sudbury Scholarship Fund committee. Mary is a contributor to the MetroWest Daily News, Boston.com and Wall Street Journal online. Mary has four children and resides in Sudbury, MA.

*Source: The Barron’s “Top 100 Women Financial Advisors” list, published annually in June. Rankings based on data as of March 31 of current year.
The Barron’s “Top 100 Women Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: The Barron's "Top 1,200 Financial Advisors: State-by-State" list, published annually in March. Rankings based on data as of September 30 of prior year.
The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: Financial Times "400 Top Financial Advisers" list, published annually Mar - April. Rankings based on data as of June 30 of prior year.
The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each adviser's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser's future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. All rights reserved.

*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes "America's Top Women Wealth Advisors" list, March 2022. Data provided by SHOOKTM Research, LLC. Data as of September 30, 2020.
The Forbes "America's Top Women Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

*Source: The Forbes "America's Top Wealth Advisors" list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Data provided by SHOOK® Research, LLC. America's Top Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Jaclyn joined Merrill as a full-time member of Mullin & Associates in August 2014. She previously interned as a Global Wealth Investment Management Analyst during her Senior Year. Jaclyn graduated from Boston College in 2014 with a BA in Economics and a minor in Hispanic Studies. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. She has also earned the Chartered Retirement Planning Counselor™ (CRPC™) professional designation and holds her Series 7 and 66 FINRA registrations.  Jaclyn is committed to building multi-generational relationships with her clients and to provide them with the highest degree of professional service. She leverages firm resources in order to customize potential solutions and help her clients navigate their unique financial situations.  Jaclyn also takes point on the disciplined financial planning process that her team implements to address the financial uncertainties that clients face throughout various stages of their lives.  In her free time Jaclyn volunteers in her community and is an active member of the Boston College Alumni Association. She enjoys cooking, fitness classes and skiing and currently resides in the Seaport district with her husband and dog.

Patrick joined Merrill Lynch Wealth Management in 2019. He holds CFP certification, the CSRIC designation along with his Series 7 and 66 FINRA Registrations. Patrick strives to help ensure that all client relationships are handled with care and he has made a commitment to provide the absolute highest level of service to clients for a smooth overall experience. Patrick graduated from The College of William and Mary with a BBA in Finance and a concentration in Entrepreneurship. In his free time he enjoys cooking, traveling, reading and cheering on all Boston sports teams. Patrick currently resides in South Boston.