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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 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.

Community 

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 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 Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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 financial 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.

Matthew S Gold

CRPC

Financial Advisor

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

CPM

Financial Advisor

Stephen Gibbs

CFA

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, 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 Wealth Management 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 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 Wealth Management