Merrill Lynch Private Banking and Investment Group
Financial ServicesFinancial & 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.