Westborough, M

Merrill Lynch Wealth Management Office
1700 West Park Drive
Westborough, MA 01581
508.798.7229
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The branch office has one primary goal: to help high-net-worth households and business owners pursue their financial goals. We work with advisors from our teams so we can help shape the advice and guidance that reflect our combined knowledge, independent thinking and broad resources.
Westborough, M
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
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Merrill Lynch Wealth Management
508.798.7258
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The Lyons Group
Merrill Lynch Wealth Management
508.798.7292
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Merrill Lynch Wealth Management
508.926.3730
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The Lancaster Wealth Management Group
Merrill Lynch Wealth Management
508.798.7241
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First Vice President, Wealth Management Advisor
508.798.7242
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Merrill Financial Solutions Advisor
NMLS #2427488
508.798.7243
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Merrill Financial Solutions Advisor
NMLS #2408477
508.798.7215
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Senior Vice President, Wealth Management Advisor
508.798.7213
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Jake Dowd Headshot Image
Merrill Financial Solutions Advisor
NMLS #2554938
508.798.7212
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Vice President, Senior Financial Advisor
508.798.7251
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Senior Vice President, Wealth Management Advisor
508.798.7241
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Assistant Vice President, Senior Financial Advisor
508.798.7210
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Vice President, Resident Director
508.798.7229
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Merrill Financial Solutions Advisor
NMLS #2430426
508.798.7254
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Vice President, Senior Financial Advisor
508.798.7240
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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
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 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.
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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.