Ethan Ladd
,
Assistant Vice President, Wealth Management Advisor
27 Main St
Andover, MA 01810
617.946.4306
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I provide the insights of a banker, financial advisor, and investment manager focused on the financial flexibility of working professionals and their families. Based in downtown Boston, I serve clients in New England and beyond who want the power to focus on what matters most to them.
Profile

Committed to serving as a trusted resource for families and businesses since 2006, Ethan is a CERTIFIED FINANCIAL PLANNER™ practitioner and Wealth Management Advisor. He works diligently to integrate his clients' insurance, tax, investment, retirement and benefits, and estate planning goals into his ongoing advice and guidance. Purposeful and intentional financial planning, he has found, is one of the most important conversations a household can have. Stewardship is at the core of Ethan's professional purpose. Prior to joining Merrill he worked as an appraiser and dealer of fine stringed instruments in Boston and New York, directing the sales of historically-important rare violins of 18th Century Italy. He has handled thousands of instruments on behalf of musicians and collectors and in 2011 led the auction of a world-record setting violin, the 'Lady Blunt' Stradivarius of 1721. He currently serves as a member of the Board of Directors of the Violin Society of America (VSA). Ethan earned his Master of Business Administration (MBA) and Master of Science in Finance (MSF) from Northeastern University and lives in Kennebunk, ME with his family. He warmly invites your inquiries and looks forward to assisting with what you value most.

About Me
Welcome

My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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.
Ethan Ladd is registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TX, VA, VT.