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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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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

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping 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 potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our 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 intellectual capital of Merrill, 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.

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,

CRPC,

CFP

Vice President

Wealth Management Advisor

D. Patrick Dapic

Assistant Vice President

Senior Financial Advisor

Peter T Johns,

CIMA

Senior Vice President

Wealth Management Advisor

The Callahan Group,

CRPC

Vice President

Senior Financial Advisor

Michael A Venezia,

CPFA

First Vice President

Wealth Management Advisor

Cameron Markley,

CFA

Vice President

Wealth Management Advisor

Elaine W Uttaro

Vice President

Senior Financial Advisor

Geoffrey W Soper,

CFA,

CFP

Senior Vice President

Wealth Management Advisor

Rajni Banker

Senior Vice President

Wealth Management Advisor

Patrick Malone,

CFP,

CRPC

Managing Director

Wealth Management Advisor

David B Smith,

CFA

First Vice President

Senior Financial Advisor

Brian Carney

Senior Financial Advisor

Robert A. White,

CFP

Vice President

Wealth Management Advisor

Kelsey B Irwin,

CRPC

Vice President

Senior Financial 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

Peter H Pearce,

CFP

Senior Vice President

Wealth Management Advisor

John J Doherty

Assistant Vice President

Senior Financial Advisor

Matthew P Hart,

CPFA,

CFP

First Vice President

Wealth Management Advisor

G Eric Thornton,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Dariusz Domanski

First Vice President

Senior Financial Advisor

Andrew E. Keller,

CFP,

CRPC

Vice President

Wealth Management Advisor

Christopher D Hayden,

CRPC

First Vice President

Senior Financial Advisor

Paul D Murray,

CPFA,

C(k)P,

CRPC

Senior Vice President

Senior Financial Advisor

Aviv Hod

Assistant Vice President

Senior Financial Advisor

Jian Wang

Senior Financial Advisor

Danny Lattanzi,

ChFC

Vice President

Wealth Management Advisor

Matthew T O'Hara,

CRPC

Vice President

Senior Financial Advisor

Stephen J. McGuire,

CFP,

CRPC

Wealth Management Advisor

Brian Hanseth,

CPFA,

CFP,

CRPC

Vice President

Wealth Management Advisor

Terence Hunt,

CPWA,

CIMA,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Calixto Perez,

CSRIC,

CPM

Financial Advisor

John L Ruminski,

CPFA

Managing Director

Senior Financial 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

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