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Merrill lynch

The Boston Harbor Group

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Merrill Lynch
Wealth Management

We are a multi-generational team of highly accomplished and experienced advisors. Our mission is to deliver exceptional wealth management advice and guidance to a limited number of successful clients.


Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

View our custom Brochure here.

Uncommon Approach

Ours is not a typical approach, because we do not serve “typical” clients. They include successful, well-known individuals – from athletes and coaches, to leaders in finance and technology.

A hallmark of our approach is the close nature of the relationships we have with clients. We recognize clients’ voices when they call, as well as their comfort with risk. We know what keeps clients up at night and what gets them up each morning. Above all, we know that both communication and performance matter to clients, and both are why we believe they choose us.

Many clients come to us looking for a trusted resource whom they have read or heard about. Despite their wealth, many don’t have a financial strategy or estate plan. We look to connect the dots in clients’ complex financial lives with highly customized, tax-efficient strategies, in concert with their other advisors.  We also aim to bring both spouses to the table, to agree on goals and concerns.

By staying in frequent contact, we can respond to clients’ urgent needs as well as shifts in what they would like to accomplish long term. Being proactive also reflects our commitment – to educate clients on where they stand, what they own, and the impact of decisions on intergenerational wealth.

Our Philosophy

Merrill Lynch Wealth Management allows us to deliver on a philosophy we’ve honed for decades: Specifically, we believe that building tax efficient, research intensive portfolios is what serves our clients' best interests over the long run. Our team's deep knowledge – coupled with our exhaustive personal due diligence and that of the firm – help drive theses risk-managed strategies and portfolios that we build for clients. Often, we look beyond equities, bonds and ETFs to include alternative investments, when appropriate (private equity and real estate, for example).

• Additionally, the tailored lending capabilities of Bank of America, N.A. allow us to provide access to residential, securities-based and commercial lending – including highly sophisticated structured lending for our clients.
• We also coordinate with clients’ CPAs and attorneys, and with Bank of America Private Bank (formerly U.S. Trust) specialists – to align tax minimization and estate planning strategies that are individually tailored.

Superior wealth management takes extraordinary attention to detail, hard work, and customization for each client. These three elements are at the heart of everything we do, and if they are important to you, then we look forward to working for you and your family.

Disclosure: *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. *NMLS ID 484187

The Clients We Serve

It is no coincidence that our multi-generational team serves many generations of affluent client families. We have a tradition of helping ambitious individuals make financial decisions that enhance the lifestyles and legacies of their children and grandchildren.

Specifically, we serve professional athletes, coaches and team owners,  business owners and corporate executives (in health care, biotech, technology, and finance), physicians, retired couples, and widowed and divorced individuals. It’s worth noting that fellow financial professionals (private equity and hedge fund executives, in particular) respect our ability to help them manage their wealth.

While clients have taken distinct paths to their achievements, virtually all have come our way through word of mouth – which we believe reflects our experience, energy, and commitment to people who place their trust in us.


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Alexander E. Nabhan

Forbes "Best-in-State Wealth Advisors" 2021, 2022, 2023, and 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes “Best-in-State Wealth Management Teams” 2023 - 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Top Next-Generation Wealth Advisors" 2017, 2018, 2019, 2020, and 2021
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*

Edward G. Nabhan

Forbes “Best-in-State Wealth Management Teams” 2023 - 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021, 2022, 2023, and 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2013
Published annually in February. Rankings based on data as of September 30 of the prior year.

Financial Times "400 Top Financial Advisers" 2013, 2015, and 2016
Published annually Mar - April. Rankings based on data as of June 30 of prior year.

Brian Carney

Forbes “Best-in-State Wealth Management Teams” 2023 - 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Who We Are

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

Wealth Strategies Advisor

Bank of America, N.A.

Bessa Shaw

Wealth Management Banking Specialist


Staying on Track

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.

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.

    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.


    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.


      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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.