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The McAuliffe Group

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The McAuliffe Group

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Merrill Lynch
Wealth Management

At the McAuliffe Group, we are dedicated to helping our clients achieve their financial goals through the highest level of personalized service and care. Our distinct process combine with the global resources of Merrill, allows our team to places you at the center of the wealth management process.
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Welcome


As Merrill Lynch Wealth Managment financial advisors, The McAuliffe Group, offers advice and guidance based on your goals and priorities–for yourself, your family, and your business. We believe our wealth management philosophy is different, because we place the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time as needed. When you succeed, we succeed.

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and financial approach are guided by what’s important to you, and our success is defined by your satisfaction over time.

Approach

Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.

We believe clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Our process is designed to provide a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We see
ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Our Online Approach

Enjoy convenient, secure account access with MyMerrill®

We’re here to help you pursue your goals — and to make your busy life a little easier.  With MyMerrill, you can access your investment accounts how, when and where you want to.

MyMerrill Features includes:


Portfolio Summary
Holdings
Unrealized & Realized Gain/Loss
Research & Insights
Activity
Statements
Secure Message Center
Real–Time Quotes
Money Transfers
Available to Withdraw (Cash and Margin)
Documents Vault
Bill Pay
Downloads
Watchlists & Alerts
e-Signature
Pay Merrill and Bank of America Credit Cards
Authorized Account Access (3rd Party)
My Financial Picture
MyMerrill Security Features
Document Scanning
MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices)

Recognition

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.

Edward F. McAuliffe

Forbes “Best-in-State Wealth Advisors”  2019, 2020

Meet Our Team

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.

Susan McEnnis

Susan McEnnis

Wealth Management Banking Specialist

Merrill

Mark J Glynn

Mark J Glynn

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #3428

Jim Gallagher

Jim Gallagher

Trust Specialist

Merrill

Past Events

Virtual Market Outlook 2021

January 28th, 2021|3:00 PM EST

After a rather challenging year, 2021 is looking to be one of transition and positive momentum for the economy, the markets and society at large. In fact, our Chief Investment Office has started to refer to 2021 as the gateway to a new frontier. This seminar has been designed to help you better understand:

  • Our outlook on the economy, geopolitical dynamics and the potential impact on your portfolio in the coming year
  • Factors you should be aware of, as they can impact your portfolio
  • Specific thoughts on the core asset classes that comprise many investor portfolios
  • And how we can work together to implement our best thinking in support of pursuing your goals

Thursday, January 28, 3:00 p.m.

Hosted By:
Edward McAuliffe, CRPC®, Senior Vice President, Senior Resident Director
Edward Darragh, CFP®, CRPC®, AWMA®, APMA®, CPFA®, Senior Vice President, Wealth Management Advisor

Presented By:
Merrill Lynch, Nick Field, CAIA, Portfolio Strategist, Boston & New England Market 

    Principles for Successful Long Term Investing

    February 25th, 2021|4:00 PM

    You’re invited to a Virtual Event on - Principles for Successful Long Term Investing
     
    Join us to learn more about how you and your investments can weather uncertain times and prepare for the future. During this educational event, we will:

    • Provide you with timely information so you can make informed decisions
    • Share how Merrill advisors will strive to help you pursue your goals

    Thursday, February 25, 2021, 4:00 p.m.

    Hosted By:

    Merrill Lynch, The McAuliffe Group, Edward McAuliffe, CRPC®, Senior Vice President, Senior Resident Director
    Merrill Lynch, The McAuliffe Group, Edward Darragh, CFP®, CRPC®, AWMA®, APMA®, CPFA®, Senior Vice President, Wealth Management Advisor

    Presented By:
    JP Morgan Asset Management, Jack Manley, Vice President, Global Market Strategist
    JP Morgan Asset Management, David Apigian, Vice President, Client Advisor 

      Megatrends Own The Future

      March 23rd, 2021|3:00 PM

      At Merrill, we are here to help you make thoughtful decisions about your financial strategy. That's why we invite you to join us for this informative discussion about some key investment topics. Join us to learn more about how you and your investments can weather uncertain times and prepare fort he future. During this educational event, we will:

      • Provide you with timely information that you can use to make informed decisions
      • Share how Merrill advisor will strive to help you pursue your goals

      Tuesday, March 23, 2021 3:00 p.m.

      Hosted By:
      Merrill Lynch, The McAuliffe Group, Edward McAuliffe, CRPC®, Senior Vice President, Senior Resident Director
      Merrill Lynch, The McAuliffe Group, Edward Darragh, CFP®, CRPC®, AWMA®, APMA®, CPFA®, Senior Vice President, Wealth Management Advisor
      Merrill Lynch, The McAuliffe Group, Delphine Garneau,  Financial Advisor

      Presented By:
      BlackRock, Jacob Harley, CFA, Market Leader
      BlackRock, Kyle Chapman, Vice President

        Your Financial Approach

        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.

        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2
        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3

        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.

        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.

          #DigitalMerrill

          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.


            Merrill_Capabilities_Brochure.png  

            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.

            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.

            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.