The Boyd Filter Caldwell Peterson Group

Merrill Lynch Wealth Management
One Park Place
Suite 350
Annapolis, MD 21401
(410) 263-0147
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The Boyd Filter Caldwell Peterson 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 Boyd Filter Caldwell Peterson Group
Merrill Lynch Wealth Management
Welcome

As Merrill financial advisors, we offer advice and guidance to help successful individuals and families pursue their financial goals. Our financial planning approach places you at the center of our focus, and your priorities, risk tolerance, time horizon, liquidity needs, and personal and professional financial goals. From there, we work with you to develop a personalized plan. Over time, we’ll meet with you to track progress and make adjustments, as needed.

Recognition
Lauren Leventry
Senior Vice President, Wealth Management Advisor
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
About Us
Our Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Henry Filter,

CRPC™

Senior Vice President, Senior Financial Advisor
410.263.0106
Lauren Leventry,

CFP®

Senior Vice President, Wealth Management Advisor
410.263.0147
Kim Caldwell,

CFP®,CKP®,CPFA™,CPWA®

Senior Vice President, Wealth Management Advisor
410.263.0118
Nicholas Peterson,

CFP®,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
410.263.0112
Cole Allsopp,

CEPA®,CFP®

Assistant Vice President, Wealth Management Advisor
410.263.0174
Jesse Boyd
Senior Vice President, Registered Wealth Management Client Associate
410.263.0146
Kelly Wittpenn,

CRPC™

Officer, Registered Senior Wealth Management Client Associate
410.263.0133
Garrett McMullen,

CFP®,CRPC™

Relationship Manager
410.263.0142
Madeline Moore
Registered Wealth Management Client Associate
410.263.0117
Katie Forero
Wealth Management Client Associate
410.263.0104
Gavin Mitchell Reagle
Wealth Management Client Associate
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.
Chris Claps
Alternative Investments Regional Specialist
Tim Mulosmanaj
Wealth Management Lending Officer
NMLS #484022
Rakesh Raina
Wealth Management Banking Specialist
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.