MM & Associates

Merrill Lynch Wealth Management
1 Town Center Rd
Boca Raton, FL 33486
(561) 393-4504
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 At MM & Associates, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch, we’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
MM & Associates
Merrill Lynch Wealth Management
Welcome

We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.

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
Michael Halperin
Managing Director, Private Wealth Manager
561.393.4504
Michael Passeroff
Managing Director, Senior Financial Advisor
561.416.4640
Matthew Liebman
Director, Senior Financial Advisor
561.393.4524
Charles Michael Murray
Senior Vice President, Senior Relationship Manager
561.393.4541
Kyle Matthew Stevenson,

CFP®

Assistant Vice President, Private Wealth Planner
561.393.4539
Karen L Ashby,

CRPC™

Vice President, Private Wealth Business Manager
561.393.4507
Denise L Kennedy
Registered Senior Wealth Management Client Associate
561.393.4552
Laura J ODonnell
Registered Senior Wealth Management Client Associate
561.416.4660
Noelle Christina Nixon
Wealth Management Client Associate
561.361.3420
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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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.