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Dariusz D
Series 66
Boston, MA
Merrill
Dariusz Domanski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique goals, focusing on areas such as college education planning, family wealth management, legacy planning, liquidity management, socially responsible investing, and retirement income. His role involves utilizing the investment insights of Merrill and the banking services of Bank of America to help clients navigate changing market conditions. Dariusz holds a Bachelor's Degree from Bentley College and has earned the Personal Investment Advisor (PIA) designation. He is committed to working closely with clients to pursue their long-term financial objectives through one-on-one collaboration. Additionally, he participates in community service activities, reflecting Merrill's tradition of community engagement. Outside of his professional work, Dariusz enjoys cooking, fishing, running, skiing, traveling, and spending time with his family.
Alexander W
Series 66
Boston, MA
Merrill
Alexander Whitmore is a Series 66 licensed financial advisor at Merrill in Boston, MA with six years at Merrill and one year with Bank of America, N.A. He previously worked at Providence College for four years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Janine M
Series 63, Series 65
Boston, MA
Merrill
Janine Morahan is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as trustee for two irrevocable family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.
James S
Series 63, Series 65
Boston, MA
Merrill
James Seppala is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Erin K
Series 63, Series 66
Boston, MA
Merrill
Erin Kelly is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies supported by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.
Antonio L
Series 66
Boston, MA
Merrill
Antonio Lanuza is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Mark T
Series 66
Boston, MA
Merrill
Mark Tsoir is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies designed to help them attain their personal financial goals. Mark connects various aspects of clients' financial lives and helps prioritize and pursue the objectives that matter most to them. He utilizes the global investing resources of Merrill and offers access to credit, lending, and banking services through Bank of America. Mark holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from EU Business School. He communicates with clients in Russian, Hebrew, and English, enabling him to serve a diverse clientele. Outside of his professional work, Mark has interests in antiquing, genealogy, music, painting, photography, reading, soccer, spending time with his family, traveling, and writing.
Peter D
Series 63, Series 65
Boston, MA
Merrill
Peter Danas is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 credentials and offering 41 years of industry experience. He has been with Merrill since 1985 and also has been affiliated with Bank of America, N.A. for 15 years. He holds power of attorney positions in two non-investment-related entities based in Andover, Massachusetts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.
Brian C
Series 66
Boston, MA
Merrill
Brian Carney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a financial advisor and CERTIFIED FINANCIAL PLANNER® professional focused on helping clients build their wealth and navigate retirement through disciplined investment strategies tailored to individual financial goals. Brian has been part of the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2012. His expertise includes asset allocation, retirement planning, investment management, stock option analysis, insurance needs, long-term care, customized lending, and trust and estate planning services. He supports clients in areas such as college education planning, family wealth management, liquidity management, portfolio management, small business strategies, tax minimization, and retirement income. Brian holds a bachelor's degree in Finance from the University of New Hampshire and maintains FINRA Series 7 and Series 66 registrations, as well as Life, Health, and Annuity Insurance Licenses. Outside of work, he has interests in music, reading, and running. He regularly shares market research and financial planning insights with clients and connections.
Thomas D
Series 63, Series 65, Series 66
Boston, MA
Merrill
Thomas Degnan is a financial advisor at Merrill with 32 years of industry experience. He holds the Series 63, 65, and 66 licenses and previously worked at Ss&C and Invesco Distributors, Inc. He serves as a committee member for the Humarock Dirt Road Association, a neighborhood group overseeing the maintenance of a private road in Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Amanda B
Series 63, Series 66
Boston, MA
Merrill
Amanda Bellone is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to joining Merrill, she was with Lincoln Investment Planning, LLC, and spent ten years in homemaking. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and institutions, utilizing internal and third-party portfolio management teams.
William H
Series 66
Boston, MA
Merrill
William Horn is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2013. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Katherine S
Series 66
Boston, MA
Merrill
Katherine Spiegel is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She has worked at Merrill since 2018 and previously held roles at Hobart and William Smith Colleges and PNC Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Daniel C
Series 66
Boston, MA
Merrill
Daniel Castillo is a Series 66-licensed financial advisor at Merrill with seven years at the firm and five years of industry experience. His prior experience includes roles at Wellington Management and Standish Mellon Asset Management. Castillo also worked at Northeastern University for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Christopher J
Series 63, Series 66
Boston, MA
Merrill
Christopher Joyce is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017, bringing experience from his previous role at Fidelity Investments, where he assisted advisors in developing personalized wealth strategies. Christopher focuses on providing comprehensive wealth management services, including retirement, education, estate planning, tax minimization, and liquidity management strategies. He serves a select group of corporate executives, entrepreneurs, and young professionals, addressing complex financial challenges with a family office approach. Christopher holds a Bachelor of Science degree in Finance from Fairfield University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise spans college education planning, executive compensation, family wealth management, legacy planning, small business strategies, and sports and entertainment sectors. A local Bostonian raised in Needham, MA, Christopher now lives in downtown Boston. Outside of work, he enjoys boating, fishing, football, golfing, ice hockey, skiing, and spending time with his family. He is involved in the community through participation in the Pan Mass Challenge.
Christina C
Series 66
Boston, MA
Merrill
Christina Cecchino is a financial advisor at Merrill based in Boston, MA, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Morgan Stanley and Thrivent Investment Management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.
Shannon C
Series 63, Series 66
Boston, MA
Merrill
Shannon Cullinane is a Financial Advisor with Merrill Lynch Wealth Management, working with the LM Group to support individuals and families nationwide. She holds a Bachelor's degree from Westfield State University and is a CERTIFIED FINANCIAL PLANNER® professional. Shannon is also a Personal Investment Advisor (PIA) and holds FINRA Series 7 and 66 registrations. Since beginning her financial services career in 2019, Shannon has developed expertise in serving high-earning clients with complex financial needs, including equity compensation services, family wealth management, liquidity management, and retirement planning. Her approach focuses on personalized strategies that align investment management with tax-aware planning and long-term financial goals. In addition to her professional work, Shannon is involved in her community through volunteering with the Expect Miracles Foundation and serving on the Leadership Board of the Beacon Hill Women's Forum. She enjoys hiking, music, skiing, traveling, and spending time with her family.
John S
Series 63, Series 65
Boston, MA
Merrill
John Stevenson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2017. Outside of his advisory work, he maintains ownership of a tree farm in Massachusetts and holds a limited partnership interest in a family-owned LLC that manages a vacation property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies supported by internal and third-party managers.
Sonya P
Series 63, Series 65, Series 66
Boston, MA
Merrill
Sonya Pratt is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 63, 65, and 66 designations. Her prior experience includes roles at Morgan Stanley and Nicholas P Dinatale, CPA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.
Alexa C
Series 63, Series 66
Boston, MA
Merrill
Alexa Callery is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, following roles at Alliance Bernstein and MFS. Based in Boston, MA, she has been with Merrill for the majority of her career. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, incorporating both internal and third-party management approaches.
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