The Boston Harbor Team
Merrill Lynch Wealth Management
100 Federal Street
Floor 17
Boston, MA 02110
(617) 946.4368
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Mission Statement
We are a multi-generational team of highly accomplished and experienced advisors. Our mission is to deliver exceptional wealth management advice and guidance to a limited number of successful clients.
Welcome

At The Boston Harbor Team, we’ve earned the trust and respect of many client families over decades. On each client’s behalf, we are proud to bring fresh ideas, introduce special opportunities, and create customized wealth building and wealth-preservation strategies. 

We consider ourselves to be as highly motivated as the clients we serve – which says quite a bit, considering their stature as accomplished professionals and active members of their communities. Having received referrals to their colleagues, friends, and extended families, we now serve clients across New England and the nation. 

With our well-rounded perspectives, varied ages and deep bench of seasoned support staff, we believe that we relate effectively to the urgent challenges facing clients at various stages of the wealth accumulation and transfer continuum. Critical to our approach is getting out in front of clients’ situations and transitions – helping them plan and prepare for likely and unlikely circumstances.

Our deep familiarity with clients allows us to craft highly customized, forward-looking strategies that can help satisfy their wide-ranging goals and values. We believe it is important that clients enjoy a positive wealth management experience – one that leads to the outcomes they envision for themselves and their families.

Recognition
Andrew Zimmerman
Managing Director, Senior Financial Advisor
Financial Times "400 Top Financial Advisers", 2014
(Published on March 25, 2014. Rankings based on data as of June 30, 2013.)
Barron's "Top 1,200 Financial Advisors", 2014-2016, 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
About Us
An Uncommon Approach

Ours is not a typical approach, because we do not serve "typical" clients. They include successful, often multi-generational families who have either created significant wealth, or are stewards of the fortunes built by others. Most often, they are referred to us by other clients, or attorneys and accountants who are familiar with our approach.

A hallmark of our approach is the close nature of the relationships we have with clients. We recognize clients' voices when they call, as well as their comfort with risk. We know what keeps clients up at night and what gets them up each morning. Above all, we know that both communication and performance matter to clients, and both are why we believe they choose us.

Many clients come to us looking for a trusted advisor whom they have read or heard about. Despite their wealth, many don't have a financial strategy or estate plan. We look to connect the dots in clients' complex financial lives with highly customized, tax-efficient strategies, in concert with their other advisors. We also aim to bring both spouses to the table, to agree on goals and concerns.

By staying in frequent contact, we can respond to clients' urgent needs as well as shifts in what they would like to accomplish long term. Being proactive also reflects our commitment – to educate clients on where they stand, what they own, and the impact of decisions on intergenerational wealth.

Meet Our Team
Andrew Zimmerman
Managing Director, Senior Financial Advisor
617.946.4366
Megan Mathias,

CRPC™

Senior Vice President, Senior Financial Advisor
617.946.4368
James McIntyre
Senior Vice President, Senior Financial Advisor
617.946.4367
Danyil Medvedev,

CRPC™

Senior Financial Advisor
617.946.4181
Cindy Valentino,

CFP®, CRPC™

Vice President, Senior Wealth Planner
617.946.4364
Connor M Murray
Officer, Registered Wealth Management Client Associate
617.946.4370
Tyler Dempsey,

CRPC™

Registered Wealth Management Client Associate
617.946.4361
Melissa Trant
Wealth Management Client Associate
617.946.4019
Andrew Lenzi,

CRPC™

Officer, Registered Wealth Management Client Associate
617.946.4030
Christopher J. Henderson
Senior Vice President, Financial Advisor
617.946.4175
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.
Martin Sheehan
Wealth Management Banking Specialist
Merrill
Vic Diune
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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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.
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.