BOSTON FINANCIAL CENTER

Chris Bettencourt, Managing Director; Market Executive

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

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The parent office for Merrill Lynch'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 Lynch, 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.

Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch 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.

As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, a goals-based wealth management 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’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

Assistant Vice President

Wealth Management Advisor

CFP, CRPC

John L Ruminski

Senior Vice President

Senior Financial Advisor

Anthony J Cloutman

Vice President

Senior Financial Advisor

The Callahan Group

Vice President

Senior Financial Advisor

CRPC

Michael A Venezia

First Vice President

Wealth Management Advisor

CRPC

Cameron Markley, CFA®

Vice President

Wealth Management Advisor

CFA

Elaine W Uttaro

Vice President

Senior Financial Advisor

Geoffrey W Soper

Senior Vice President

Wealth Management Advisor

CFA, CFP

Rajni Banker

Vice President

Wealth Management Advisor

Patrick Malone

Senior Vice President

Wealth Management Advisor

CFP, CRPC

David B Smith

First Vice President

Senior Financial Advisor

CFA

Ryan T Nagle

Senior Financial Advisor

Todd E Dambrauskas

Managing Director

Wealth Management Advisor

Robert F Sorrentino

First Vice President

Senior Consultant

Robert A. White, CFP®

Vice President

Wealth Management Advisor

CFP

David A. Wyman

Vice President

Wealth Management Advisor

CRPC

Christine K Chang

Assistant Vice President

Senior Financial Advisor

Paul R Guidoboni

Senior Vice President

Wealth Management Advisor

CRPC

Peter H Pearce

Senior Vice President

Wealth Management Advisor

CFP

Peter D. Laird

Senior Vice President

Wealth Management Advisor

CPWA

J. Tommy Vaughn

Assistant Vice President

Wealth Management Advisor

CFP, CRPC

John J Doherty

Assistant Vice President

Senior Financial Advisor

Matthew P Hart

Vice President

Wealth Management Advisor

CFP

Richard F Dwyer

First Vice President

Senior Financial Advisor

CRPC

Jonathon C Leib

Senior Financial Advisor

Sylvia S. Han

Wealth Management Advisor

CFA, CFP

G Eric Thornton

Senior Vice President

Wealth Management Advisor

CRPC

Dariusz Domanski

First Vice President

Senior Financial Advisor

Jonathan Taylor

Senior Financial Advisor

Francis D Bailey

First Vice President

Wealth Management Advisor

CIMA, CRPC

Andrew E. Keller

Assistant Vice President

Wealth Management Advisor

CFP, CRPC

Christopher D Hayden

Vice President

Senior Financial Advisor

CRPC

Paul D Murray

Senior Vice President

Senior Financial Advisor

CRPC, CKP

Aviv Hod

Aviv Hod

Senior Financial Advisor

Matthew T O'Hara

Vice President

Senior Financial Advisor

CRPC

Stephen J. McGuire

Financial Advisor

CFP, CRPC

Paul R Garrido

Senior Vice President

Senior Financial Advisor

Richard C Knapp

Senior Vice President

Senior Consultant

Brian G Hanseth

Wealth Management Advisor

CFP, CRPC

Terence Hunt

Senior Vice President

Wealth Management Advisor

CFP, CIMA, CRPC

Matthew S Gold

Assistant Vice President

Financial Advisor

CRPC

Let’s Have a Conversation

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

Careers

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

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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 strategies and wealth management advice, products and services.

Access to Resources

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

Grow & Learn

Merrill Lynch 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