Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John Doyle is a highly experienced Financial Advisor with more than twenty two years of experience providing Wealth Management services and consultation to Corporate Executives, Business Owners, Professionals such as Physicians and College Professors and Non-Profit Corporation Endowments.
John obtained his BA and MA from Boston College in 1976 and 1980 respectively. Following his time at Boston College he spent three and a half years in the Peace Corps, two years as a volunteer and one and half years as a Project Training Director. He then spent the next 15 years in the human services field before joining Merrill Lynch Wealth Management in the fall of 1997.
As a CERTIFIED FINANCIAL PLANNER™ certificant, he assists his clients to address their total financial situation including their investment savings goals, their financing needs, their insurance needs and potential estate planning issues for discussion with an attorney. At the beginning of most client relationships John develops a Wealth Management analysis that becomes the road map for identifying and addressing his clients financial needs.
John uses a very thorough profiling process to help his clients manage, grow and preserve their wealth, one that takes into consideration their investment objectives, liquidity needs, investment time horizon and appetite for risk for each of their financial goals. He draws on Merrill’s vast array of sophisticated investment platforms and resources to develop state of the art portfolios for meeting his client investment objectives.
In his work with business owners he helps them manage grow and preserve their personal wealth, identify and implement commercial financing solutions, develop, implement and monitor their company’s retirement plan, identify business insurance needs and products to meet these needs, and business succession planning including the sale or partial monetization of their business utilizing the Merrill lynch Private Sales Network service.
When working with corporate executives John has been able to help them identify and implement hedging and tax minimization diversification strategies for their concentrated stock positions, explore and implement unique lending options as an alternative to liquidating their securities. He has extensive knowledge and experience with Rule 144 stock and block trading for the sale of large stock positions.
John has helped various professionals including a good number of Physicians and College Professors to develop Wealth Management plans that include the development of asset allocation strategies and investment portfolios that are crafted to meet their different financial goals.
John has extensive experience assisting non-profit corporations with their endowments and reserve funds many of whom must adhere to an Investment Policy Statement. Drawing on his many years as a human services professional he is qualified to understand and assist his non-profit corporate clients. He has been able to incorporate Merrill’s Chief Investment Office ESG Impact portfolios which are aligned with the investment philosophies of many of these institutions.
After carefully assessing a number of highly qualified financial advisor teams, John joined the Nahill, Dunn, Doyle and Smith team at the start of 2019 in order to provide his clients with an even broader array of knowledge and experience now and into the future.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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 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.
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 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.