The Kolloff Group
Merrill Lynch Wealth Management
100 Federal Street
Floor 17
Boston, MA 02110
(617) 946.4204
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Recognition
Sean Kolloff
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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About Us
Mission Statement

We hold the conviction that wealth should be managed to achieve outcomes that are personally meaningful to clients, and our 35 years of combined experience, which has been tested through several market cycles, is a prime source of comfort for the families we serve.

Tuesday, November 5th 2024| 12:00 PM
Monthly WebEx

Watch and listen in as Sean Kolloff, Managing Director and Wealth Management Advisor with The Kolloff Group, shares his views on current events and economic trends.

Meet Our Team
Sean Kolloff,

CEPA®, CMT®, CRPC™

Managing Director, Wealth Management Advisor
617.946.4204
Conrad van Coller,

CEPA®, CFP®

First Vice President, Wealth Management Advisor
617.946.4027
Sean Lynch,

CEPA®, CFP®

Vice President, Wealth Management Advisor
617.946.4240
Mary Caulfield
Officer, Registered Senior Wealth Management Client Associate
617.946.4201
Katherine Spiegel,

CRPC™

Registered Wealth Management Client Associate
617.946.4013
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.
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Hao Luong
Wealth Management Banking Specialist
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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CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
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.