The Cafaro Group
Merrill Lynch Wealth Management
2221 Washington Street
Newton, MA 02462
(617) 243.8046
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Mission Statement
At The Cafaro Group, every member of our team is dedicated to helping you achieve your financial goals. We are honored to share our team has been named to the 2024 Barron’s “Top 100 Private Wealth Management Teams” list. (*Published annually in May. Years pre-dating 2024, published as Barron’s “Top 100 Private Wealth Management Teams” list annually in April. Rankings based on data as of December 31 of prior year*). We have also been recognized on the 2023 Forbes "America's Top Wealth Management Teams High Net Worth” list (*Published annually in November. Rankings based on data as of March 31 of current year).
Welcome

The Cafaro Group is a wealth management practice committed to client-centered planning and service. To help our clients meet their financial goals, we listen and review each unique situation, objective and concern. This consultative approach results in a comprehensive wealth management strategy based on a broad understanding of our client’s financial picture. Everyone at The Cafaro Group is committed to providing outstanding client service. Our service model is built around our clients’ active schedules and is designed to provide our clients with efficient and exceptional client service.

Recognition
Carl Cafaro
Managing Director, Wealth Management Advisor
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "America’s Top Wealth Advisors", 2022-2023
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Forbes "Best-in-State Wealth Advisors", 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2020-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Show more recognition
The Cafaro Group
Barron’s “Top 250 Private Wealth Management Teams”, 2022-2024
(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Meet Our Team
Carl Cafaro,

CPFA™

Managing Director, Wealth Management Advisor
617.243.8046
Jonathan Greer
Managing Director, Senior Financial Advisor
617.243.8018
Nicholas Cafaro
Senior Vice President, Senior Financial Advisor
617.243.8051
Erik Morland
Senior Vice President, Senior Financial Advisor
617.243.8022
Stephen Vacher,

CFP®

Senior Vice President, Wealth Management Advisor
617.243.8041
Brian Rossano,

CPFA™

Managing Director, Senior Resident Director
800.695.2250
Laura Derderian
Senior Vice President, Senior Consultant
617.243.8052
Robert Chiacchio
First Vice President, Senior Financial Advisor
617.243.8030
Albert Crimaldi,

ChFC®, CFP®, CLU®, RICP®

Vice President, Senior Financial Advisor
617.243.8008
Kelly W Von Ahn,

CRPC™

Vice President, Senior Relationship Manager
617.243.8058
Alison F Willig,

CRPC™

Assistant Vice President, Business Development Specialist
617.243.8023
Steven J Gendron
Assistant Vice President, Business Manager
617.243.8033
Kenneth Otoole
Senior Financial Advisor
617.243.8069
Mark Carpentier,

CFP®, CPFA™

Financial Advisor
617.243.8012
Jeffrey Jacobs
Financial Advisor
617.243.8079
Scott Stanwood,

CRPC™

Assistant Vice President, Investment Management Specialist
617.243.8076
Rachel Cheng
Assistant Vice President, Wealth Management Associate
617.243.8074
Sarah Silcox
No Officer Title, Registered Wealth Management Client Associate
617.243.8078
Vanessa M Saputo
Officer, Registered Wealth Management Client Associate
978.921.6732
Aditya Raj Nathan
Registered Wealth Management Client Associate
617.243.8059
Nancy Perez-Tamez
Registered Wealth Management Client Associate
617.243.8001
Brendan Paul Horrocks
Registered Wealth Management Client Associate
617.946.4289
Deborah McCulloch
No Officer Title, Registered Senior Wealth Management Client Associate
617.243.8035
Christina Camuzzi
Registered Wealth Management Client Associate
617.243.8068
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.
Kelly Laboy
Wealth Management Banking Specialist
Merrill
About Merrill

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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.
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.
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.
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.