Boston Financial Center, MA

Merrill Lynch Wealth Management Office
100 Federal Street
Floor 17
Boston, MA 02110
617.946.4000
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
About the Branch
About Us

The parent office for Merrill Lynch Wealth Management's Boston offices is located in the heart of the financial district at 100 Federal Street. At the heart of our philosophy is a desire to build enduring client relationships. At Merrill, we believe that true success is achieved when your portfolio enables you to reach your goals. While financial benchmarks can be useful tools for evaluating portfolio performance, focusing on what matters to you on a personal level – such as a child's education, a new home, income in retirement or helping a family member through financial difficulty – helps you and your Advisor create an investment approach that's customized to address your unique set of concerns and goals.

Advisors at This Location
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Merrill Lynch Wealth Management
617.946.4018
The WAV Wealth Management Group Team Photo
Merrill Lynch Wealth Management
617.946.4024
Merrill Lynch Wealth Management
617.946.4318
Merrill Lynch Wealth Management
617.946.4204
Merrill Lynch Wealth Management
617.946.4103
Merrill Lynch Wealth Management
617.946.4097
Merrill Lynch Wealth Management
617.946.4224
Merrill Lynch Wealth Management
617.946.4152
Merrill Lynch Wealth Management
617.946.8043
Merrill Lynch Wealth Management
617.946.4100
Merrill Lynch Wealth Management
617.946.4209
Merrill Lynch Wealth Management
617.946.4136
Merrill Lynch Wealth Management
617.946.4023
Merrill Lynch Wealth Management
617.946.4368
The Joyce Group
Merrill Lynch Wealth Management
617.946.4071
The Smith & Burns Group
Merrill Lynch Wealth Management
617.946.4198
Merrill Lynch Wealth Management
617.946.4075
Merrill Lynch Wealth Management
617.946.4233
Merrill Lynch Wealth Management
617.946.4269
Merrill Lynch Wealth Management
617.946.4322
Merrill Lynch Wealth Management
617.946.4256
Merrill Lynch Wealth Management
617.946.4396
Merrill Lynch Wealth Management
800.370.5374
The  Adamic Wolford Group Team Photo
Merrill Lynch Wealth Management
800.406.4231
Merrill Lynch Wealth Management
617.946.4021
Merrill Lynch Wealth Management
617.946.4052
The Ferreira Losasso Group
Merrill Lynch Wealth Management
617.946.4159
Stevenson | Kirchner Group
Merrill Lynch Wealth Management
800.800.1784
Merrill Lynch Wealth Management
617.946.4360
Merrill Lynch Wealth Management
941.364.5602
Private Bank
Private Client Advisor II
617.434.5278
Private Bank
Private Client Advisor II
617.341.2910
The Estes Takeuchi Group
The Estes Takeuchi Group
Merrill Lynch Wealth Management
559.545.5234
Private Bank
Private Client Advisor II
617.434.1349
Private Bank
Private Client Advisor II
617.434.2294
Merrill Private Wealth Management
617.946.8044
Merrill Private Wealth Management
888.852.5143
Private Bank
Private Client Advisor II
617.434.6043
Private Bank
Private Client Advisor II
617.341.0035
Private Bank
Private Client Advisor II
617.434.2255
Private Bank
Private Client Advisor II
617.434.5209
Private Bank
Private Client Advisor II
617.434.8137
Merrill Private Wealth Management
305.774.0518
Merrill Private Wealth Management
617.946.8013
Private Bank
Private Client Advisor II
617.434.0725
Merrill Private Wealth Management
617.946.8030
Private Bank
Private Client Manager II
617.434.6945
Private Bank
Private Client Advisor II
617.856.8920
Private Bank
Private Client Advisor II
617.434.5063
Private Bank
Private Client Advisor II
617.434.8421
The McConnell Group Team Photo
Merrill Private Wealth Management
617.946.8084
Private Bank
Private Client Advisor II
617.434.5838
Private Bank
Private Client Advisor II
617.434.2185
Private Bank
Private Client Advisor II
617.434.0151
The Estes Takeuchi Group
Merrill Lynch Wealth Management
559.436.3344
Merrill Lynch Wealth Management
617.588.9455
Private Bank
Private Client Advisor II
617.434.9509
Merrill Lynch Wealth Management
216.378.5773
The Wyman Murray Group
Merrill Lynch Wealth Management
617.946.4061
First Vice President, Wealth Management Advisor
617.588.9452
First Vice President, Senior Financial Advisor
617.946.4246
Senior Vice President, Wealth Management Advisor
617.946.4049
First Vice President, Senior Financial Advisor
617.515.3732
Assistant Vice President, Senior Financial Advisor
617.946.4068
Merrill Financial Solutions Advisor
617.946.4140
Managing Director, Wealth Management Advisor
617.946.4314
Vice President, Senior Financial Advisor
617.946.4063
Financial Advisor
617.946.4170
Financial Advisor
617.946.4242
Joseph Boccaccio Headshot Image
First Vice President, Senior Financial Advisor
617.946.4045
Harrison Armstrong Headshot Image
Vice President, Senior Financial Advisor
617.946.4268
First Vice President, Senior Financial Advisor
617.946.4043
Senior Vice President, Financial Advisor
617.946.4175
Bridge McSurely Headshot Image
Merrill Financial Solutions Advisor
617.946.4262
Vice President, Senior Financial Advisor
617.946.4022
Senior Financial Advisor
617.946.4167
Cary Florio Headshot Image
Merrill Financial Solutions Advisor
617.946.4207
Max Rater Headshot Image
Merrill Financial Solutions Advisor
617.946.4177
Senior Vice President, Wealth Management Advisor
617.946.4230
Merrill Financial Solutions Advisor
617.946.4186
Vice President, Wealth Management Advisor
617.946.4095
Financial Advisor
617.946.4124
First Vice President, Wealth Management Advisor
617.946.4248
Analyst, Merrill Financial Solutions Advisor
617.946.4320
Financial Advisor
617.946.4150
Financial Advisor
617.946.4067
First Vice President, Senior Financial Advisor
617.946.4342
Merrill Financial Solutions Advisor
617.946.4241
Senior Vice President, Wealth Management Advisor
617.946.4075
Vice President, Wealth Management Advisor
617.946.4231
First Vice President, Senior Financial Advisor
617.946.4159
Merrill Financial Solutions Advisor
617.946.4105
Matthew O'Hara Headshot Image
Vice President, Senior Financial Advisor
617.946.4129
Merrill Financial Solutions Advisor
617.946.4182
First Vice President, Wealth Management Advisor
617.946.4198
First Vice President, Senior Financial Advisor
617.946.4021
Vice President, Wealth Management Advisor
617.946.4077
First Vice President, Wealth Management Advisor
617.946.4189
Matthew Dowd Headshot Image
Merrill Financial Solutions Advisor
617.772.0638
First Vice President, Senior Financial Advisor
617.946.4009
Financial Advisor
617.946.4287
Merrill Financial Solutions Advisor
617.946.4115
Christian Najera Headshot Image
Senior Vice President, Senior Financial Advisor
617.946.4081
Matt Kutzer Headshot Image
Merrill Financial Solutions Advisor
617.946.4291
First Vice President, Senior Financial Advisor
617.946.4196
Shannon Cullinane Headshot Image
Financial Advisor
617.946.4034
Merrill Financial Solutions Advisor
617.946.4082
Vice President, Senior Financial Advisor
617.946.4183
Financial Advisor
617.946.4092
Jeffrey Duckworth Headshot Image
Financial Advisor
617.366.6074
Financial Advisor
617.946.4205
First Vice President, Wealth Management Advisor
617.946.4031
Assistant Vice President, Merrill Financial Solutions Advisor
617.946.4303
Senior Financial Advisor
617.946.4073
Senior Vice President, Wealth Management Advisor
617.946.4025
James Mcintyre Headshot Image
Senior Vice President, Senior Financial Advisor
617.946.4367
David Wyman Headshot Image
Senior Vice President, Wealth Management Advisor
617.946.4017
Senior Financial Advisor
617.946.4236
Financial Advisor
617.946.4026
Senior Vice President, Wealth Management Advisor
617.946.4328
Senior Vice President, Senior Financial Advisor
617.946.4273
Managing Director, Wealth Management Advisor
617.946.4204
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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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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.
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CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
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.