The McCauley McGuirk Group

Merrill Private Wealth Management
100 Federal Street
Boston, MA 02110
(888) 852.5143
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Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we will work to help you pursue your financial goals through personalized wealth management strategies and simplify the complexities of your financial life with the resources of Merrill Private Wealth. The McCauley McGuirk Group has been recognized by the industry and oversees assets under management in excess of $3.9 billion (as of 05/10/2024). For over 20 years, our team has combined the highest level of customer service with Merrill's breadth of resources to give our clients a world-class experience of asset management and preserving wealth for generations. We will actively review your investments and offer advice and guidance designed to help you pursue your goals as they evolve, as well as address risks and opportunities as they emerge.

"We are singularly focused on the investment process, results, and delivering only the highest level of service to our clients. We strive to couple that with an understanding, compassion, and a level of integrity that sets an elite standard. After almost 30 years, our team has a deep appreciation for our clients, their families, and the relationships built together that will carry on for multiple generations."

The McCauley McGuirk Group

Recognition
Paul McCauley
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2020
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Times "FT400", 2015-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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The McCauley McGuirk 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.)
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Our Approach
Who We Are

The McCauley McGuirk Group is a wealth management team of nine highly trained professionals with deep experience in the financial and planning issues that are most important to ultra-affluent families, trusts, and foundations. Our group was established in 1997 and has continued to grow over the past 27 years with tenured team members as well as new talent. With a presence in Boston, New Hampshire, and Rhode Island, we advise approximately 125 families, entrepreneurs, corporate executives, private equity principals, and business owners located throughout the entire country with an average investable net worth between $10 - $50 million. The foundation of our client philosophy is to provide the highest level of service in the industry and to execute only the most effective strategies custom-fitted to each client.

Meet Our Team
Paul McCauley
Managing Director, Private Wealth Advisor
617.946.8051
Gary McGuirk
Managing Director, Private Wealth Advisor
617.946.8050
Leonard Arabia,

CFA

Vice President, Private Wealth Manager
617.946.8055
Connor McGuirk
Private Wealth Manager
617.946.8078
Erin M Kelly,

CAP®

Assistant Vice President, Private Wealth Associate
617.946.8053
Kristin M Sickorez,

CFA

Assistant Vice President, Private Wealth Associate
617.946.8052
Molly G Smith,

CRPC™

Assistant Vice President, Private Wealth Associate
617.946.8054
Kristopher Frank,

CAIA®, CFA®

Private Wealth Investment Management Specialist
617.946.8058
Lindsay Williams,

AAMS™

Registered Private Wealth Client Associate
617.946.8049
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Matthew Branford-White
Wealth Management Banking Specialist
Merrill
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Valerie Galinskaya
Wealth Strategist
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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 with strategies designed to 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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.