The Spatola Group
We believe effective wealth management starts with understanding what matters most to our clients. Our approach is centered on building personalized, actionable plans that help individuals and families pursue their goals with clarity and confidence. Our passion for this business is rooted in a family legacy inspired by Jill’s father, Marvin Liberman, who spent 50 years at Merrill and established the values we carry forward today.
With over 30 years of combined industry experience, our team provides comprehensive Wealth Management Services, including portfolio management, personal and corporate retirement planning, tax-efficient income strategies, insurance planning, and estate strategies. We take a holistic, collaborative approach, working closely with clients’ Attorneys, CPAs, and Medicare specialists to help ensure every aspect of their financial lives is aligned with both short- and long-term goals. Serving clients across Florida and Massachusetts, we combine Jill’s experience with Sara’s modern, client-focused perspective to deliver a multigenerational approach.
We are proud to carry on Merrill’s tradition of community involvement. In Florida, Jill is actively involved with Girls on the Run, Women United of Charlotte County for the United Way, and serves on the Board of Animal Welfare of Charlotte County. She also spent seven years on the Board of School on Wheels of Massachusetts, where she led a Holiday Bag Drive supporting over 200 students experiencing homelessness.
In Boston, Sara serves on the Emerging Leaders Council with Good Sports, supporting initiatives that expand access to youth sports in underprivileged communities. Through her fundraising efforts with the organization, including running the Falmouth Road Race, she earned recognition as a "Play Champion" with Good Sports. Together, we are committed to giving back while building meaningful, lasting relationships with the families we serve.
We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
Investing involves risk. There is always the potential of losing money when you invest in securities.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
ChFC®, CEPA®, CPFA®, CRPC™
CRPC™
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.
