Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Default Image

BOSTON FINANCIAL CENTER

Chris Bettencourt, Managing Director; Senior Market Executive

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

The parent office for Merrill Lynch Wealth Management's Boston offices is located in the heart of the financial district at 100 Federal Street. At the heart of our philosophy is a desire to build enduring client relationships. At Merrill, we believe that true success is achieved when your portfolio enables you to reach your goals. While financial benchmarks can be useful tools for evaluating portfolio performance, focusing on what matters to you on a personal level – such as a child's education, a new home, income in retirement or helping a family member through financial difficulty – helps you and your Advisor create an investment approach that's customized to address your unique set of concerns and goals.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Diane I Rooney,

CSRIC,

CRPC,

CFP

First Vice President

Wealth Management Advisor

D. Patrick Dapic,

CFP

Vice President

Senior Financial Advisor

The Callahan Group,

CRPC

First Vice President

Senior Financial Advisor

Michael A Venezia,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

John M Swanson,

CFA

Assistant Vice President

Senior Financial Advisor

Gregory L. Wyman,

CPFA

Vice President

Senior Financial Advisor

Cameron Markley,

CFA

Vice President

Wealth Management Advisor

Elaine W Uttaro

First Vice President

Senior Financial Advisor

Geoffrey W Soper,

CFA,

CFP

Senior Vice President

Wealth Management Advisor

David B Smith,

CFA

First Vice President

Wealth Management Advisor

Brian Carney,

CFP

Vice President

Senior Financial Advisor

Robert A. White,

CFP

First Vice President

Wealth Management Advisor

David A. Wyman,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Christine K Chang

Vice President

Senior Financial Advisor

Paul R Guidoboni,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

G Eric Thornton,

CPFA,

CRPC

Managing Director

Wealth Management Advisor

Dariusz Domanski

First Vice President

Senior Financial Advisor

Chris Hayden,

CRPC

Senior Vice President

Senior Financial Advisor

Christopher Ferreira,

CRPC

Vice President

Senior Financial Advisor

Aviv Hod

Vice President

Senior Financial Advisor

Jian Wang

Senior Financial Advisor

Matthew T O'Hara,

CRPC

Vice President

Senior Financial Advisor

Rory K. Hogan,

CRPC

Vice President

Senior Financial Advisor

Harrison G. Armstrong,

CRPC

Senior Financial Advisor

Sean Kolloff,

CRPC,

CMT

Managing Director

Wealth Management Advisor

Timothy F Lyons,

CRPC

Vice President

Senior Financial Advisor

Michael A. Bois,

FRM,

CFA

Senior Financial Advisor

Brian Matthew Rys,

CPFA,

CFP,

CLU,

ChFC

Senior Vice President

Financial Advisor

Renee M Burns

First Vice President

Senior Financial Advisor

Jason Arun Jani

Assistant Vice President

Financial Advisor

Melissa M. Cilmi,

CFP,

ADPA,

CTFA

Vice President

Financial Advisor

Christopher J. Henderson

Senior Vice President

Financial Advisor

Matthew P. Hart,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers 4

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management