The Lancaster Wealth Management Group

Merrill Lynch Wealth Management

1700 West Park Drive
Westborough, MA 01581
(508) 798-7241
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Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
The Lancaster Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Michael Lancaster
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
The Lancaster Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Meet Our Team
Michael Lancaster,

CPFA™, CPWA®

Senior Vice President, Wealth Management Advisor
508.798.7241
Carolynn A Crawford
Officer, Wealth Management Client Associate - Resident Director Assistant
508.798.7227
Connor Lancaster
Financial Advisor
508.798.7231
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
Rick Lavoye
Wealth Management Banking Specialist
Merrill
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Insights
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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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.