The Kaplan & Chong Group Team Photo
Kaplan Chong Connelly & Associates
Merrill Lynch Wealth Management
45 William Street
Suite 100
Wellesley Hills, MA 02481
(781) 431.4080
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Kaplan Chong Connelly & Associates' core belief is that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Kaplan Chong Connelly & Associates
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Eric Kaplan
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Kaplan & Chong Group Team Photo
Kaplan Chong Connelly & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Eric Kaplan,

CRPC™

Senior Vice President, Wealth Management Advisor
781.431.4080
Michael Chong,

CFA

Senior Vice President, Wealth Management Advisor
781.431.4088
Robert Connelly
Senior Vice President, Senior Financial Advisor
781.283.5680
Russell Woeltz
Assistant Vice President, Senior Financial Advisor
781.431.4090
AUBRIE CHURCH
Officer, Registered Wealth Management Client Associate
781.431.4085
Carol J Marlowe
Registered Wealth Management Client Associate
781.431.4044
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.
Justin Maryea
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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.