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BBK Group

Merrill Lynch Wealth Management

185 Asylum Street
Floor 14
Hartford, CT 06103
(860) 728-3615
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
BBK Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Edward Keyes
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
BBK Group Team Photo
BBK Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Edward Keyes,

CPFA™

Senior Vice President, Wealth Management Advisor
860.728.3974
Douglas Beerbower,

CFP®, CPFA™, CPM®

Senior Vice President, Wealth Management Advisor
860.728.3615
Carl A Saponare,

CRPC™

Vice President, Senior Relationship Manager
860.728.3518
Cynthia A Morse
Officer, Registered Senior Wealth Management Client Associate
860.728.3580
Maria T Schweitzer
Officer, Wealth Management Client Associate
860.728.3967
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.