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The Cafaro Group
2221 Washington Street
Newton, MA 02462
(617) 243-8046
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The Cafaro Group
Merrill Lynch Wealth Management
(617) 243.8046
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The Cafaro Group
Merrill Lynch Wealth Management
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 March 31 of current year.)
Forbes "America’s Top Wealth Advisors", 2022-2024
(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.)
Show More Recognitions
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of March 31 of current year.)
Forbes "America’s Top Wealth Advisors", 2022-2024
(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", 2020-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
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 March 31 of current year.)
Forbes' "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Meet Our Team
Albert Crimaldi,
ChFC®, CFP®, CLU®, RICP®
Vice President, Wealth Management Advisor
401.278.7009
401.278.7009
Alison F Willig,
CRPC™
Assistant Vice President, Business Development Specialist
617.243.8023
617.243.8023
Scott Stanwood,
CRPC™
Assistant Vice President, Investment Management Specialist
617.243.8076
617.243.8076
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
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.
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.