The Leland Group
Merrill Lynch Wealth Management
500 Cummings Center
Suite 1600
Beverly, MA 01915
(978) 921.6736
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Mission Statement
Our team is committed to being an essential resource to the families, businesses, and institutions we serve. We provide tailored investment, planning, and wealth-transfer strategies predicated on a comprehensive understanding of our clients’ needs, aspirations, and challenges, while acting with the utmost care, integrity, and knowledge.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Brandon Bergstrom
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2021
(Published on February 11, 2021. Rankings based on data as of June 30, 2020.)
Financial Times "400 Top Financial Advisers", 2020
(Published on April 16, 2020. Rankings based on data as of June 30, 2019.)
Show more recognition
The Leland Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Click here to learn more about advisor recognitions
About Us
Mission

Our team is committed to being an essential resource to the families, businesses, and institutions we serve. We provide tailored investment, planning, and wealth-transfer solutions predicated on a comprehensive understanding of our clients' needs, aspirations, and challenges, while acting with the utmost care, integrity, and knowledge.

Meet Our Team
Brandon Bergstrom,

CRPC™

Managing Director, Private Wealth Advisor
978.921.6736
Darin Byrne,

CAP®, CFP®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
978.921.6743
Ashley McHarrie,

CFP®, CIMA®, CPWA®

Senior Vice President, Private Wealth Advisor
978.921.6739
Brian Snelson,

CFP®

Vice President, Wealth Management Advisor
978.921.6731
Christopher Menard,

CFP®, CIMA®

Senior Vice President, Private Wealth Advisor
978.921.6734
Zachary Menard
Financial Advisor
978.921.6777
Karen S Leland
Registered Senior Wealth Management Client Associate
978.921.6728
Nancy L McGinty,

CRPC™

Assistant Vice President, Private Wealth Associate
978.921.6730
Vickie A Curran
Private Wealth Associate
978.921.6729
Carly E Pinkham,

CRPC™, CSRIC®

Assistant Vice President, Business Manager
978.921.6738
Jennifer A Peterson,

CRPC™

Assistant Vice President, Relationship Manager
978.921.6772
Maria Arevalo
Wealth Management Client Associate (FP)
978.921.6737
Jose A Martinez
Registered Wealth Management Client Associate
978.921.6776
Kaitlyn Wrisley
Wealth Management Client Associate
978.921.6786
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.
Merrill Lynch Logo
Kelly Laboy
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
William R Vaughn
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #195385
Dina Friedman
Wealth Strategist
Merrill
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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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.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.