The Shiely Group Team Photo

The Shiely Group

Merrill Lynch Wealth Management

100 Front St
Worcester, MA 01608
(508) 926-3726
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The Shiely Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Shiely Group
Merrill Lynch Wealth Management
Welcome

At The Shiely Group, we are proud of the clientele we serve and the manner in which we serve them. Through referrals from clients we’ve known for generations, we now assist a growing circle of successful business owners (some with 401k plans), entrepreneurs, C-suite executives, medical professionals, and wealthy families that span generations and the nation’s geography.

Our high energy and varied ages enable us to relate personally and professionally to clients accumulating wealth and facing important decisions along the way. Whether we help clients invest wisely for college and retirement, take distributions later in life, or simply decide how they’ll use their resources, our goals-based planning approach drives our strategies and recommendations.

A typical client enjoys family time, traveling, and their achievements. They created their own wealth and deserve advisors as motivated as they are. For these ambitious individuals, we bring deep, practical knowledge and an unbiased perspective. Our long-term strategic advice and guidance is institutional-quality and highly customized. We employ ‘proven methodologies and tactics’ with the same care with which we’d serve family members.

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Welcome to Our Website
Recognition
Matthew Shiely
Senior Vice President, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Matthew Shiely,

CIMA®, CPFA™, CPWA®

Senior Vice President, Senior Resident Director - Wealth Management Advisor
508.926.3726
Anne Ford
Registered Wealth Management Client Associate
508.926.3712
Marie Paturzo,

CFP®

Vice President, Wealth Management Advisor
508.926.3739
Akash Garg,

CEPA®, CFP®

Financial Advisor
508.926.3717
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.
Randy Drzewicki
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #117123
Kerry Claflin
Wealth Management Banking Specialist
Merrill
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
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 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.
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.