McAuliffe Darragh & Associates

Merrill Lynch Wealth Management
2221 Washington Street
Newton MA 02462
(781) 371.0341
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McAuliffe Darragh & Associates team has one simple goal - to make your financial life easy.
McAuliffe Darragh & Associates
Welcome

McAuliffe Darragh & Associates is a wealth management team at Merrill that advises successful individuals, families, and business owners on complex financial decisions.
Our work begins with a comprehensive understanding of each client’s financial situation, priorities, and long‑term objectives. We provide integrated advice across investment management, retirement planning, risk management, and estate planning coordination, supported by the resources, research, and platform of Merrill and Bank of America.
We focus on clarity, disciplined planning, and ongoing guidance as our clients’ lives and circumstances evolve.

*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

Recognition
Edward McAuliffe
Managing Director, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2019-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
McAuliffe Darragh & Associates
Forbes "Best-in-State Wealth Management Teams", 2026
(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)
About Us
Welcome

McAuliffe Darragh & Associates is a wealth management team at Merrill focused on providing thoughtful, planning‑led advice to individuals, families, and business owners.
We operate as a collaborative advisory team, with defined roles across relationship management, planning, and client service. This structure allows us to deliver consistency, continuity, and a coordinated client experience over time.
Our work is informed by a comprehensive understanding of each client's financial situation and supported by the resources, research, and platform of Merrill and Bank of America.

*BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or
more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned
subsidiary of Bank of America Corporation.

Wednesday, March 25th 2026| 5:00 PM
The Washington Update with Jeff Bush

Merrill invites clients and prospective clients to a timely discussion with Jeff Bush that will examine how simultaneous fiscal and political pressures are shaping markets, influencing investor confid...

Meet Our Team
Edward McAuliffe,

CRPC™

Managing Director, Senior Resident Director
781.371.0341
Edward Darragh,

APMA™, AWMA™, CEPA®, CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
781.371.0323
Lisa M Joyce,

CRPC™

Assistant Vice President, Wealth Management Associate
781.371.0335
Athanasia Frangos Smith
Assistant Vice President, Wealth Management Associate
781.371.0355
Judith McMillin
Wealth Management Client Associate (FP)
781.371.0344
Robert Morris,

APMA™, CFP®, CRPC™

Vice President, Wealth Management Advisor
781.431.4004
Aditya Tibrewal
Senior Financial Advisor
781.283.5609
Patrick Cobb,

CFP®

Wealth Planner
781.371.0322
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.
Richard Breed
Wealth Specialist
Merrill
Keelan F King
Wealth Management Lending Officer
NMLS #482822
Bank of America, N.A.
Alex Katznelson
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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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.