Wellesley, MA

Merrill Lynch Wealth Management Office
45 William Street
Suite 100
Wellesley Hills, MA 02481
800.937.0895
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
781.283.5622
Downs & McNeil Wealth Management Group
Merrill Lynch Wealth Management
615.750.1081
Merrill Lynch Wealth Management
781.283.5611
Kaplan Chong Connelly Stocklan & Associates Team Photo
Merrill Lynch Wealth Management
781.431.4080
The Neeb Group
Merrill Lynch Wealth Management
781.283.5628
Schmidt Wealth Management Group
Merrill Lynch Wealth Management
781.283.5659
Merrill Lynch Wealth Management
781.431.4071
Merrill Lynch Wealth Management
781.283.5663
Breemen McCarthy McKenna & Associates Team Photo
Merrill Lynch Wealth Management
781.431.4032
Lisa V. Kautz & Associates
Merrill Lynch Wealth Management
781.283.5647
Vice President, Wealth Management Advisor
781.431.4009
Vice President, Wealth Management Advisor
781.431.4012
Financial Advisor
781.283.5615
Vice President, Senior Financial Advisor
781.283.5629
Vice President, Wealth Management Advisor
781.283.5676
Merrill Financial Solutions Advisor
781.283.5617
Merrill Financial Solutions Advisor
781.431.4001
Senior Vice President, Wealth Management Advisor
781.283.5644
Senior Vice President, Wealth Management Advisor
781.431.4029
Merrill Financial Solutions Advisor
781.431.4048
Vice President, Senior Financial Advisor
781.283.5612
Senior Vice President, Wealth Management Advisor
781.283.5630
Financial Advisor
781.283.5609
First Vice President, Senior Financial Advisor
781.431.4065
First Vice President, Wealth Management Advisor
781.431.4077
Financial Advisor, Senior Portfolio Advisor
781.431.4092
Senior Vice President, Senior Financial Advisor
781.283.5628
Vice President, Wealth Management Advisor
781.431.4028
Senior Vice President, Senior Financial Advisor
781.283.5680
Senior Vice President, Senior Financial Advisor
781.283.5633
Senior Vice President, Wealth Management Advisor
781.431.4038
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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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.