The Weber Group

Merrill Lynch Wealth Management

100 Federal Street
Floor 17
Boston, MA 02110
(617) 946-4100
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The Weber 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 Weber Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Ari Weber
Senior Vice President, Resident Director
Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2021-2022
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
The Weber Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Click here to learn more about advisor recognitions
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Ari Weber
Senior Vice President, Resident Director
617.946.4100
Daniel Lattanzi,

ChFC®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
617.946.4330
Melissa Cilmi,

ADPA™, CFP®, CTFA

Vice President, Financial Advisor
617.946.4160
Ryan Palmer,

CFP®

Assistant Vice President, Financial Advisor
617.946.4274
Steve H Nguyen
Registered Wealth Management Client Associate
617.946.4190
Jaclyn Snell,

CRPC™

Assistant Vice President, Wealth Management Associate
617.946.4054
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.
Michael Ferris
Alternative Investments Regional Specialist
Bank of America, N.A.
Ricardo Brasil
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #481125
Michelle Neuerman
Structured Credit Executive
Bank of America, N.A.
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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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.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ 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.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
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.