Westborough, M

Merrill Lynch Wealth Management Office
1700 West Park Drive
Westborough, MA 01581
508.798.7200
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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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The Lancaster Wealth Management Group
Merrill Lynch Wealth Management
508.798.7241
Merrill Lynch Wealth Management
508.926.3730
The Lyons Group
Merrill Lynch Wealth Management
508.798.7292
Merrill Lynch Wealth Management
508.798.7258
Financial Advisor
508.798.7254
Senior Vice President, Wealth Management Advisor
508.798.7241
Senior Vice President, Wealth Management Advisor
508.798.7213
Vice President, Wealth Management Advisor
508.798.7240
Assistant Vice President, Senior Financial Advisor
508.798.7210
First Vice President, Resident Director - Wealth Management Advisor
508.798.7229
First Vice President, Wealth Management Advisor
508.798.7242
Jake Dowd Headshot Image
Merrill Financial Solutions Advisor
508.798.7212
First Vice President, Senior Financial Advisor
508.798.7251
Financial Advisor
508.798.7215
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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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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.
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.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
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.