Merrill Lynch Private Banking and Investment Group
- Financial Services
- Financial & Investment Services
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, IIISenior Vice President-Wealth ManagementPhone: (781) 229-8203
- Bakhtiar HussainiFinancial Solutions AdvisorPhone: (781) 229-8203
- Athena Kalabokis
- Brittany LeColstRegistered Client AssociatePhone: (781) 229-8206
- Marc MarottaCertified Financial Planner25 Burlington Mall RoadSuite 201Burlington, MA 01803Phone: (781) 229-7442
- Matt SmolkoCertified Financial PlannerPhone: (781) 229-8203
Located at 25 Mall Road, Burlington, MA. Our office is in Suite 201, which is the first office on left when you enter the building. There is reserved parking for Merrill Lynch in the first row.