The Malone Vaughn Group

Merrill Lynch Wealth Management

100 Federal Street
Floor 17
Boston, MA 02110
(617) 946-4023
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The Malone Vaughn Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Malone Vaughn Group
Merrill Lynch Wealth Management
Welcome

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

Recognition
Patrick Malone
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
The Malone Vaughn 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.)
Click here to learn more about advisor recognitions
Meet Our Team
Patrick Malone,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
617.946.4130
John Vaughn,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
617.946.4023
Genevieve Pelczarski
Assistant Vice President; Wealth Management Associate
617.946.4310
Donald Hannan
Assistant Vice President, Senior Financial Advisor
617.946.4276
Timothy Irwin
Financial Advisor
617.946.4155
Shayne Mullins
Registered Wealth Management Client Associate
617.946.4137
Adam J. Spall
Registered Wealth Management Client Associate
617.946.4042
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.
Anthony Imbriano
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #114531
Bessa Shaw
Wealth Management Banking Specialist
Merrill
Insights
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.
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.