Lisa V. Kautz & Associates

Merrill Lynch Wealth Management
45 William Street
Suite 100
Wellesley Hills, MA 02481
(781) 283-5647
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Initially we go through a defined and thoughtful discovery process to help better understand your current situation. Then we work together in building a strategy to help you realize your short term, mid term, and long range goals.  Working with our team, clients can expect us to: Listen to what is important to you and your family, offer an in-depth analysis of your current financials - both assets and liabilities, develop a concise strategic plan based on your specific goals and priorities, support you every step of the way - especially through some of the most difficult, unexpected, and challenging times life can bring. We are known for our passion, integrity, and commitment to deliver on what we promise.
Lisa V. Kautz & Associates
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

About Us
Our Philosophy

It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.

Meet Our Team
Lisa Kautz,

ADPA™, CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
781.283.5647
Robin Zhang
Assistant Vice President, Wealth Management Associate
781.431.4063
Holland Wright
Registered Wealth Management Client Associate
781.431.4041
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.
Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
Justin Maryea
Wealth Management Banking Specialist
Merrill
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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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.
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.
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.