Welcome to The Constantine Group. As a multi-generational advisory team at Merrill, we combine over 40 years of experience with a modern, tech-forward perspective to help families, business owners, and professionals navigate their financial lives with clarity and confidence. By building close relationships and understanding what matters most to each client, we develop strategies designed to grow, preserve, and transfer wealth across generations — all with the personal attention of a boutique practice backed by the strength and resources of Merrill.
We believe that strong relationships, clear communication, and disciplined strategies are the foundation of long-term financial success. Our philosophy is rooted in trust — built over time — and in taking the time to truly understand what drives our clients and their families. Whether you're preparing for retirement, selling a business, or building generational wealth, our advice always begins with your goals.
CRPC™, CSRIC®
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.
