The Grala Kingshott Group

Merrill Private Wealth Management
100 Federal Street
Boston, MA 02110
(212) 680-5934
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The Grala Kingshott Group provides comprehensive wealth management strategies to its clients, and acts as a conduit to the rest of the broader Bank of America platform including business banking, commercial banking, and investment banking services. By helping define objectives and streamline decision making, the Grala Kingshott Group’s mission is to allow our clients to sleep well at night knowing their financial lives are in order.
The Grala Kingshott 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
Nicholas Grala
Managing Director, Private Wealth Advisor
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Our Approach
Key Services

Team founders Nic Grala and Jason Kingshott have spent their entire careers addressing the needs of ultra-high-net-worth clients. They are intimately attuned to the needs of the clients they serve.

An incomplete list of services they provide include the following:

  • Tax and fee-sensitive investment management, including both public and private offerings.
  • Customized portfolio design, including building around concentrated positions.
  • Wealth-transfer strategies that align a family's interests and intentions with evolving tax legislation.
  • Next-generation stewardship initiatives that are designed to promote the continuity of family wealth and facilitate positive family dynamics.
  • Collaborating with external tax and legal advisors, as well as in-house specialists, to ensure a consistent and holistic approach to each client's financial picture.
Meet Our Team
Nicholas Grala
Managing Director, Private Wealth Advisor
212.680.5934
Jason Kingshott,

CFA®

Senior Vice President, Private Wealth Manager
212.680.5946
Karla Rojas
Officer, Registered Private Wealth Client Associate
212.680.5935
Thomas Curran,

CFA®

Private Wealth Investment Management Specialist
212.680.5942
Taylor Ferry
Registered Private Wealth Client Associate
212.680.5976
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.
Clauter Charleston
Alternative Investments Regional Specialist
Dina Friedman
Private Wealth Strategist
John Grassia
Senior Structured Credit Executive
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth
Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth Advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help you grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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