Bolber, Kahn, Freites & Associates Team Photo

Bolber, Kahn, Freites & Associates

Merrill Lynch Wealth Management
2400 North Commerce Parkway
Suite 100
Weston, FL 33326
(954) 349-9393
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Bolber, Kahn, Freites & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Bolber, Kahn, Freites & Associates
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.

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
Robert D. Bolber
Managing Director, Senior Consultant
954.357.4513
Michael Kahn,

CPWA®

Senior Vice President, Wealth Management Advisor
954.349.9367
Nicole Freites
Senior Vice President, Senior Financial Advisor
954.349.9393
Janine Carreras
Officer, Registered Wealth Management Client Associate
954.357.4554
Brett Kahn
Financial Advisor
954.349.6215
Janaina Ribeiro
Assistant Vice President, Wealth Management Associate
954.349.9396
Mark Ugartechea
Registered Wealth Management Client Associate
954.357.4595
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Marie Eveillard
Wealth Management Banking Specialist
Merrill
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Sameer Derashri
Wealth Strategies Advisor
Bank of America, N.A.
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.