Merrill Lynch Private Banking and Investment Group

Merrill Lynch Private Banking and Investment Group

Financial ServicesFinancial & Investment Services

About Us

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.


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Job Opportunities at Merrill Lynch
Category: Financial Services
Ready to take your advisory practice to the next level? Join one of the industry’s largest and most prestigious financial institutions. Gain access and opportunities to help deliver solutions on both sides of your client's balance sheet. At Merrill, you are supported by a collaborative and diverse team of dedicated professionals in a high-tech, high-touch environment focused on helping you take more
Phone:(781) 229-8203

Rep/Contact Info

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Armand Bassi III
Senior Vice President-Wealth Management
  • Phone: (781) 229-8203
Shanna Grant
Wealth Management Client Associate
Athena Kalabokis
Matt Smolko
Certified Financial Planner
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