The Battaglia Group

Merrill Lynch Wealth Management
25 Burlington Mall Road
Burlington MA 01803
(781) 229.7429
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Mission Statement
The team can help you build strategies designed to grow and preserve your wealth to pursue your goals. A Merrill financial advisor can help you build a personalized financial strategy you can use to identify and address your unique needs.
Welcome

At The Battaglia Group, we believe the value of a financial advisory team is best measured by the real-world goals that clients achieve and the wealth management experience they enjoy along the way. We are committed to being there to help you map your path, focus on your goals and invest with tomorrow in mind. No matter where you are on your journey, we are ready to guide you—every step of the way.

About Us
Welcome

Our clients are at the center of all that we do. We are passionate about listening to our client's needs and understanding what matters most to their family. From there – we create a plan customized to each client's unique situation – including tax efficient strategies for saving, investing and spending, best in class investment management strategies tailored to their time-horizon and comfort level with market volatility, and a customized financial plan to model out their goals and financial picture to aid in decision making throughout their lifetime.

Meet Our Team
Chad Battaglia,

CIMA®, CPFA®

Managing Director, Wealth Management Advisor
781.229.7429
Christopher McCauley,

CRPC™

Senior Vice President, Wealth Management Advisor
781.229.7424
Ryan Arsenault,

CFP®

Wealth Management Advisor
781.229.7498
Maria Louisa Puglielli
Wealth Management Client Associate
781.229.7455
Sarah J Merkle
Registered Wealth Management Client Associate
781.229.7404
Thomas Richard Lane,

CRPC™

Wealth Management Specialist
781.229.7442
Blaise Romanowski
Registered Wealth Management Client Associate
781.229.7460
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.
Benjamin Christopher
Wealth Management Lending Officer
Bank of America, N.A.
Stefanie Colon
Wealth Management Banking Specialist
Merrill
Richard Breed
Wealth Specialist
Merrill
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.
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.