Joseph McNaughton

As a Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management, I have helped client reach their financial goals for over 10 years. I provide tailored wealth management strategies and solutions for families, professionals, executives and business owners based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation. I listen to my client's needs, and concentrate on what matters most in their lives. Understanding and distilling what my clients value most allows me to focus on creating highly individualized recommendations and delivering a reliable, high level, and unique service experience. 

Here are just a few services I can provide:
-Retirement planning based on desired income
-Goals-based wealth management strategies
-Investment management
-Estate planning services
-Trust services
-Executive service, E.G. 10b5-1 Plans
-Business succession
-Banking & Lending solutions through Bank of America, N.A.
-Alternative investments
-Corporate retirement plans services


*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.
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.