Colin Murtha
,

Senior Vice President, Wealth Management Advisor
NMLS #781171

2221 Washington Street
Newton, MA 02462
617.243.8011
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I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Profile

Colin joined Merrill Lynch Wealth Management in 2011 and is focused on the financial health of successful, hard-working individuals and their families. His team also possesses a deep understanding of the complicated financial needs of entrepreneurs and business owners — from financing and growing a business, to business succession strategies and corporate retirement plan benefits.

Colin’s process is consultative and committed to excellence. First, he takes the time to listen to each client's personal financial situation and goals, including time horizon, liquidity and risk tolerance. Second, he offers recommendations designed to pursue each client’s income and growth objectives. He then follows-up with discussions covering a wide range of strategies, leveraging both the broad resources and intellectual capital of Merrill Lynch Wealth Management and the banking convenience of Bank of America.

Colin is a 2002 graduate of The George Washington University with a B.A. in Philosophy. He also holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans SpecialistSM designation from the College for Financial Planning, the Certified Plan Fiduciary Advisor® designation from the National Association of Plan Advisors and the Certified Exit Planning Advisor® designation from the Exit Planning Institute

Colin resides in Natick with his wife Lisa where he is an active member of the community. When his is not in the office or with a client he enjoys working out, golf, reading American history and listening to Frank Sinatra.

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.
Robert Scott Charland
Employee Benefits Specialist
Bank of America, N.A.
Alex Katznelson
Wealth Management Banking Specialist
Merrill
Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
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.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Colin Murtha is registered to do business in AL, CA, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, VT, WA.