Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
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 business succession strategies and corporate retirement plan 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 CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors.
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
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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
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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 periodically 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.
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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.