Merrill Lynch Private Banking and Investment Group

  • Financial Services
  • Financial & Investment Services
25 Burlington Mall Road
Burlington, MA 01803
(781) 229-8203
  • About

    The Merrill Lynch Private Banking and Investment Group is a wealth management team that caters to the needs of affluent and ultra-affluent clients. Located in Burlington, Massachusetts, we are privileged to work with a select group of highly accomplished individuals and families throughout the United States. We serve a number of professionals in the healthcare industry, senior corporate executives, business owners and entrepreneurs, each of whom has distinctive needs and priorities. We relish the opportunity to apply our knowledge and skills, harnessing the extensive resources of Merrill Lynch and Bank of America to advance clients goals, streamline financial management, and intensify the beneficial outcomes of wealth for successive generations. We foster a boutique environment that prioritizes warmth and individualization, yet offers the resources and capabilities of a global financial firm.

  • Whom to Contact

    • Armand Bassi, III
      Senior Vice President-Wealth Management
      Phone: (781) 229-8203
    • Bakhtiar Hussaini
      Financial Solutions Advisor
      Phone: (781) 229-8203
    • Brittany LeColst
      Registered Client Associate
      Phone: (781) 229-8206
    • Marc Marotta
      25 Burlington Mall Road
      Suite 201
      Burlington, MA 01803
      Phone: (781) 229-7442

    Mark Your Calendar

    View All Events ยป

    Download the Mobile App

    membersPlus LogoApple Store LinkAndroid Store Link

    Our Community

    Photo Gallery

    News Releases