Barber Candon Jarvis Group

Merrill Lynch Wealth Management

900 Elm Street
Manchester, NH 03101
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Barber Candon Jarvis 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.
Barber Candon Jarvis Group
Merrill Lynch Wealth Management
Welcome

Many of our clients prefer to use their investment capital for positive social and environmental purposes—also known as Socially Responsible Investing (SRI) or Environmental, Social, and Governance (ESG). We can provide a way to measure the impact of these types of investments by employing Merrill’s Sustainable Impact Multi-Asset Class Portfolios. These are comprised of companies that wish to benefit society as well as their shareholders by meeting certain standards of social and environmental performance, accountability and transparency.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

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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
Lawrence Barber,

ChFC®

First Vice President, Wealth Management Advisor
802.660.1081
TIMOTHY S CANDON,

CFP®

Wealth Management Advisor
802.660.1048
Joshua Jarvis
Financial Advisor
802.660.1009
Monique Bobotas
Wealth Management Client Associate
603.628.3213
Ivan Llona
Wealth Management Client Associate
802.660.1014
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.
Kate Seaver
Wealth Management Banking Specialist
Merrill
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
Timothy Thomas
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #480782
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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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.