LM Group

Merrill Lynch Wealth Management
2221 Washington Street
Newton, MA 02462
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LM Group prides ourselves on helping our clients achieve their financial goals through collaboration and support from our team. Our focus is ensuring your wealth is built, preserved and managed with the highest level of care and diligence, through our in-depth financial planning method, specialized access to the global investment capabilities of Merrill and the banking convenience of Bank of America.
LM Group
Welcome

LM Group aims to bring a unique perspective to financial planning and investment management. As an all-female advisory team, we focus on understanding and creating potential solutions for the diverse goals and challenges of our clients. Our approach is rooted in personalized goals-based financial planning, where we tailor strategies to match your risk tolerance, aspirations and financial situation. We pride ourselves on our commitment to client success and continued education. We believe that if we empower you to make informed decisions you will achieve financial security with confidence. Experience the difference of collaborative, insightful advise from a team dedicated to your financial well-being.

About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Delphine Morrill,

CDFA®, CFP®

Vice President, Wealth Management Advisor
617.243.8009
Olga Leonova,

CRPC™

Vice President, Senior Financial Advisor
303.689.8088
Daniel  Price
Daniel Price
Wealth Management Client Associate
303.689.8038
Peter  McCarron
Peter McCarron
Registered Wealth Management Client Associate
401.863.8657
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
Merrill
Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
Michael Ferris
Alternative Investments Regional Specialist
Bank of America, N.A.
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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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 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.