McAuliffe Darragh & Associates

Merrill Lynch Wealth Management
2221 Washington Street
Newton, MA 02462
(617) 243-8049
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McAuliffe Darragh & Associates team has one simple goal - to make your financial life easy.
McAuliffe Darragh & Associates
Merrill Lynch Wealth Management
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
Edward McAuliffe
Managing Director, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Welcome

McAuliffe Darragh & Associates team is dedicated to helping our clients achieve their financial goals through the highest level of personalized service and care. Our distinct process combine with the global resources of Merrill, allows our team to places you at the center of the wealth management process.

As Merrill Lynch Wealth Management financial advisors, our team offers advice and guidance based on your goals and priorities–for yourself, your family, and your business. We believe our wealth management philosophy is different, because we place the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time as needed. When you succeed, we succeed.

Meet Our Team
Edward McAuliffe,

CRPC™

Managing Director, Senior Resident Director
617.243.8049
Edward Darragh,

APMA™,AWMA™,CEPA®,CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
617.243.8053
Lisa M. Joyce,

CRPC™

Assistant Vice President, Wealth Management Associate
617.243.8054
Athanasia F. Smith
Assistant Vice President, Wealth Management Associate
617.243.8070
Brittany J Urban
Wealth Management Client Associate
617.243.8039
Judith McMillin
Wealth Management Client Associate
617.243.8014
Michael Oliveri
Assistant Vice President, Financial Advisor
617.243.8044
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.
Alex Katznelson
Wealth Management Banking Specialist
Vic Diune
Wealth Strategies Advisor
Keelan F King
Wealth Management Lending Officer
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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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.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo 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.