Vincent Freudenberger is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 35 years of experience in the financial industry. His professional focus encompasses college education planning, portfolio management services, women and wealth, and retirement income strategies. Vincent follows a disciplined, risk-conscious approach to wealth management, emphasizing capital preservation, income-oriented strategies, and long-term portfolio care. He has extensive experience guiding families through changing market environments and prioritizes protecting the assets clients have accumulated. Throughout his career, he has concentrated on multi-generational investing and maintains longstanding client relationships spanning over thirty years. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Framingham State College. Vincent communicates with clients in both English and Spanish. Outside of work, his personal interests include cooking, fishing, gardening, golfing, music, photography, reading, traveling, and yoga.

Patrick Cahill III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1983 and has served as a Senior Vice President in wealth management. Patrick holds the designation of CERTIFIED FINANCIAL PLANNER™ professional, awarded by the Certified Financial Planner Board of Standards, Inc. in 2003, and is also a Personal Investment Advisor (PIA). Patrick received a Bachelor of Science degree in Business Administration from Villanova University. His areas of focus include managed money strategies, business financial services, retirement planning, estate needs, and college education planning. He works with clients on college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional role, Patrick enjoys basketball, golfing, spending time with his family, and traveling. His approach involves collaborating one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.