Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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.
At The Boston Harbor Team, we’ve earned the trust and respect of many client families over decades. On each client’s behalf, we are proud to bring fresh ideas, introduce special opportunities, and create customized wealth building and wealth-preservation strategies.
We consider ourselves to be as highly motivated as the clients we serve – which says quite a bit, considering their stature as accomplished professionals and active members of their communities. Having received referrals to their colleagues, friends, and extended families, we now serve clients across New England and the nation.
With our well-rounded perspectives, varied ages and deep bench of seasoned support staff, we believe that we relate effectively to the urgent challenges facing clients at various stages of the wealth accumulation and transfer continuum. Critical to our approach is getting out in front of clients’ situations and transitions – helping them plan and prepare for likely and unlikely circumstances.
Our deep familiarity with clients allows us to craft highly customized, forward-looking strategies that can help satisfy their wide-ranging goals and values. We believe it is important that clients enjoy a positive wealth management experience – one that leads to the outcomes they envision for themselves and their families.
Ours is not a typical approach, because we do not serve “typical” clients. They include successful, often multi-generational families who have either created significant wealth, or are stewards of the fortunes built by others. Most often, they are referred to us by other clients, or attorneys and accountants who are familiar with our approach.
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 advisor 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.
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
It is no coincidence that our multi-generational team serves many generations of affluent client families. We have a tradition of helping uniquely successful individuals make financial decisions that enhance their lifestyles, and often meaningfully impact their legacies for future generations.
While our clients have all taken different paths to their achievements, virtually all have come to us through referrals from our existing satisfied clients, as well as trusted attorneys and CPAs – which we believe reflects our experience, energy, and extreme dedication to the success of the clients who place their trust in us. We take a lot of pride in being particularly reliable, and very, very accessible.
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.
Barron's "Top 100 Financial Advisors" 2009-2013
Published annually March - April. Rankings based on data as of December 31 of prior year.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014, 2015, 2016 and 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Financial Times "400 Top Financial Advisers" 2014
Published on March 25, 2014. Rankings based on data as of June 30, 2013.
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.
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.
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.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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 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 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.
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.
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.
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.