BAC Institutional Services
2221 Washington Street
Newton MA 02462
(800) 695.2250
(800) 695.2250
Learn more about an advisor's background on
Mission Statement
BAC Institutional Services 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.
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.
Recognition
Brian Rossano
Managing Director, Senior Resident Director
Forbes "America's Top Wealth Management Teams High Net Worth", 2023-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2023-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Show more recognition
About Us
Mission
focus on principles, plan tactics and targeted, effective education to help your organization pursue its goals and help your employees pursue their best financial lives.
Meet Our Team
Scott Stanwood,
CRPC™
Assistant Vice President, Investment Management Specialist
781.371.0356
781.371.0356
Alison F Willig,
CRPC™
Assistant Vice President, Business Development Specialist
781.371.0361
781.371.0361
Nancy Perez-Tamez,
AAMS™, CRPC™
Assistant Vice President, Wealth Management Associate
781.371.0352
781.371.0352
Albert Crimaldi,
ChFC®, CFP®, CLU®, RICP®
Vice President, Wealth Management Advisor
401.278.7009
401.278.7009
Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.