Beagley-Sexton & Associates

Merrill Lynch Wealth Management
101 Derby St Suite 100
Hingham, MA 02043
(781) 741.9558
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Beagley & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Beagley-Sexton & Associates
Welcome

Experience and integrity form the cornerstone of our relationship with you. The team’s goal is to help you visualize the potential lifestyle impact of your financial choices so you can understand the potential risks that may offset them. We can work with you to help set realistic expectations.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Bruce Beagley,

CFP®, CPFA™, CPWA®

Senior Vice President, Resident Director - Wealth Management Advisor
781.741.9504
Michael Sexton,

CFP®, CPFA™, CRPC™

Assistant Vice President, Wealth Management Advisor
781.741.0223
Leo Tang
No Officer Title, Registered Wealth Management Client Associate
781.741.9546
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.
Andrew G Colpoys
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #481168
Marc Kurzberg
Wealth Management Banking Specialist
Merrill
Nicholas Field
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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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.
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.
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.