Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

firm logo

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.

Wealth management College savings (529s, UTMA, etc.) Retirement income strategy Charitable giving & philanthropy Tax-loss harvesting
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

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.

Wealth management Retirement income strategy General retirement planning Concentrated stock management Long-term care insurance
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

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.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.) Exec comp design Business ownership considerations Executive Founder/Business Owner Young Families Established Professionals Women Professionals
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

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.

Wealth management Tax-loss harvesting Retirement income strategy General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Families Women Professionals Women's Finance
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

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.

Tax-loss harvesting Active portfolio management Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)