Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Colin joined Merrill Lynch Wealth Management in 2011 and is focused on the financial health of successful, hard-working individuals and their families. His team also possesses a deep understanding of the complicated financial needs of entrepreneurs and business owners — from financing and growing a business, to succession strategies and employee benefits.
Colin’s process is consultative and committed to excellence. First, he takes the time to listen to each client's personal financial situation and goals, including time horizon, liquidity and risk tolerance. Second, he offers recommendations designed to pursue each client’s income and growth objectives. He then follows-up with discussions covering a wide range of strategies, leveraging both the broad resources and intellectual capital of Merrill Lynch Wealth Management and Bank of America.
Colin is a 2002 graduate of The George Washington University with a B.A. in Philosophy. He also holds the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning.
Colin resides in Newton with his wife Lisa where he is an active member of the community. When his is not in the office or with a client he enjoys running, golf, reading American history and listening to Frank Sinatra.
•Chartered Retirement Plans SpecialistSM and CRPS® are registered service marks of the College for Financial Planning.
George Washington University
Personalized advice, disciplined investing and ongoing review can make this a reality.
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
Structured Credit Executive
Wealth Management Lending Officer NMLS # 3428
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 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
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Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.