The Barton & Cummins Wealth Management Group

Merrill Lynch Wealth Management
100 Market Street
Floor 03
Portsmouth, NH 03801
(603) 334-2355
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The Barton & Cummins Wealth Management 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 Barton & Cummins 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, we can help create a strategy as flexible as today's changing market conditions, and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

About Us
The Barton & Cummins Wealth Management Group

With over 100 years of combined industry experience and the vast resources of Merrill Lynch Wealth Management, we help people with some of the most important decisions they will ever make. From planning a complicated business transaction or structuring a family legacy to retirement and education planning, your decisions should be informed and made confidently.

The Barton & Cummins Wealth Management Group provides a highly-personal service that goes beyond the traditional investment advisory relationship, offering a customized wealth management experience. This can include; financial planning, private banking services, goals-based investment management and financing solutions.

Our typical client's lead busy lives and value our full service model. If you are interested in having an introductory conversation we welcome you to reach out.

Meet Our Team
Robert S Cummins
Senior Vice President, Senior Financial Advisor
603.334.2331
William David Barton,

CEPA®,CFA®,CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
603.334.2355
Wren-Andre Giddarie,

CEPA®

Senior Financial Advisor
603.334.2308
Diane Curran Hunt
Assistant Vice President, Wealth Management Associate
603.334.2310
Elizabeth Ann Ekberg
Wealth Management Client Associate - Resident Director Assistant
207.871.1982
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.
Brenda Dolan
Wealth Strategies Advisor
Amy McAvoy
Wealth Management Banking Specialist
Michael Ferris
Alternative Investments Regional Specialist
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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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.