McNeil & Tkebuchava Wealth Management Group

Merrill Lynch Wealth Management
45 William Street
Suite 100
Wellesley Hills, MA 02481
(781) 283-5622
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
McNeil & Tkebuchava Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you’d like to be tomorrow. We will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Recognition
McNeil & Tkebuchava Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
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
Brian G McNeil,

CPFA™

Senior Vice President, Wealth Management Advisor
781.283.5622
Khatuna Tkebuchava
Vice President, Senior Financial Advisor
857.325.2008
Sebeta Kalpee
Registered Wealth Management Client Associate
781.283.5608
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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