The Battaglia Group

Merrill Lynch Wealth Management
25 Burlington Mall Road
Burlington, MA 01803
(781) 229-7429
Learn more about an advisor's background on
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.
The Battaglia Group
Merrill Lynch Wealth Management
Welcome

We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.

Recognition
Chad Battaglia
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
About Us
Welcome

We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.

Meet Our Team
Chad Battaglia,

CIMA®, CPFA™

Managing Director, Wealth Management Advisor
781.229.7429
Katie Soule,

CFP®, CIMA®

Vice President, Wealth Management Advisor
781.229.7418
Ryan Arsenault,

CFP®

Financial Advisor
781.229.7498
Thomas Richard Lane
Registered Wealth Management Client Associate
781.229.7442
Maria Louisa Puglielli
Wealth Management Client Associate
781.229.7455
Blaise Romanowski
Registered Wealth Management Client Associate
781.229.7460
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.