Moore Wilson Gierlich Meizler & Associates Team Photo

Moore Wilson Gierlich Meizler & Associates

Merrill Lynch Wealth Management
25 Burlington Mall Road
Burlington, MA 01803
(781) 229-7448
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Our seasoned team is passionate about delivering exceptional advice and service to provide you and your family with the resources to live your lives purposefully and worry free. We implement a disciplined process, which starts with identifying your goals. From there, we implement a dynamic financial plan that evolves to meet your family’s milestones. Leveraging our team’s experience with our firm’s robust platform, we deliver strategies in wealth planning, investing, banking & lending.
Moore Wilson Gierlich Meizler & Associates
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.

Meet Our Team
Amy L Moore,

CRPC™

Senior Vice President, Senior Consultant
781.229.7482
Susan Wilson,

CPWA®

Senior Vice President, Wealth Management Advisor
781.229.7481
Olivia Gierlich,

CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
781.229.7417
Lauri Diane Meizler
Vice President, Financial Advisor - AGP
617.243.8024
Lisa A Guerriero
Registered Wealth Management Client Associate
781.229.7448
Shelly A. Coville
Officer, Registered Wealth Management Client Associate
781.229.7434
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.
Stefanie Colon
Wealth Management Banking Specialist
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.