Inslee Wealth Management

Merrill Lynch Wealth Management
100 Market Street
Floor 03
Portsmouth, NH 03801
(800) 760-6024
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Family wealth is an intricate and emotional endeavor, making our family a natural advocate for yours. When choosing an advisor to help plan your financial future...experience matters. 
Inslee Wealth Management
Merrill Lynch Wealth Management
About Us
Mission Statement

With over 80 years of advisory experience at Merrill, Inslee Wealth Management believes that trust and loyal advocacy are the cornerstones of any advisory relationship. Our unwavering commitment to clients has never changed; our mission is to provide access to fiduciary and wealth advisory services for the affluent that help to create, preserve, and manage their wealth. Our team designs a customized experience that allows our clients to address their complex financial needs, plan for the predicted, and solve the unpredicted. We work to understand the intent behind your wealth and clearly outline the goals our team can support you to achieve. We know your life spans far beyond your portfolio, and we understand your priorities lie in your loved ones, your business, and your legacy across generations. We are proud to have nurtured relationships that span generations, extending to clients' children and grandchildren. Our team's custom-tailored suite of services empowers you to pursue your financial goals and curate your financial legacy with confidence, clarity, and dependability.

Meet Our Team
Thomas Inslee
Senior Vice President, Wealth Management Advisor
800.760.6024
Christina Frerks,

CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
800.760.6023
Blair Inslee
Assistant Vice President, Senior Financial Advisor
603.334.2349
Christopher James Sheehan
Registered Wealth Management Client Associate
603.334.2306
Paige Inslee
Financial Advisor
603.334.2302
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.
Timothy Keough
Wealth Management Lending Officer
NMLS #593726
Merrill Lynch Logo
Kate Seaver
Wealth Management Banking Specialist
Merrill
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.
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.