Boston, MA 440 Boylston St Office

William Deacon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to each client's financial goals and circumstances. William works to help clients pursue their objectives by recommending individual or combined Merrill Lynch or approved third-party investment managers' strategies, funds, or portfolios. William's approach is centered on building long-lasting relationships to understand his clients’ needs thoroughly. He conducts detailed financial profiles before making recommendations, addressing areas such as cash flow, retirement, education, estate planning, and liability management. He holds several professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William earned a Bachelor's Degree from Worcester State University. In addition to his professional responsibilities, William participates in community volunteer activities, reflecting the tradition of Merrill Lynch's involvement in the communities it serves.

Aviv Hod is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Boston Back Bay Financial Center. He practices Goals Based Wealth Management, a disciplined approach that focuses on understanding clients' unique financial circumstances and life goals to align appropriate investment strategies. Aviv serves clients with interests in Environmental and Social Governance (ESG) investing by constructing diversified socially responsible portfolios tailored to their long-term financial objectives. As a specially qualified Senior Portfolio Advisor, Aviv provides traditional financial advice and also builds and manages custom investment strategies. He selects from a wide range of Merrill Lynch model portfolios and third-party strategies and may manage these on a discretionary basis through the firm's Investment Advisory Program. His expertise includes corporate executive services, equity compensation, family wealth management, retirement planning, and socially responsible investing. Aviv holds a Bachelor's Degree from the University of Iowa and the Personal Investment Advisor (PIA) designation. He maintains Series 7 and Series 66 registrations and licenses in Life, Long-Term Care Insurance, and annuities. Aviv lives in Marblehead, MA, with his wife Emily and their two children. He is active in the community as a member of the Rotary Club of Marblehead and volunteers as a Coast Guard Auxiliary pilot. His personal interests include kiteboarding, sailing, skiing, and flying as an instrument-rated private pilot.

Thomas Cronin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as a central financial resource for individuals and families, focusing on simplifying, consolidating, and planning their financial lives. He works with clients to establish and prioritize goals, assigns appropriate risk levels, and structures assets with tax minimization in mind. His areas of focus include retirement planning, retirement income management, education planning, cash management, liability management, estate planning services, and insurance planning. He collaborates with clients' CPAs and estate planners to ensure continuity in income taxes and intergenerational wealth transferring. Thomas has 27 years of experience in financial services, beginning with nine years in institutional money management at Putnam Investments and Eaton Vance Management before transitioning to wealth management in 2004. He holds a Bachelor's degree from Saint Michael's College and has earned a Certification of Financial Planning from Boston University. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He serves on the Alumni Board at St. Sebastian's School in Needham, Massachusetts. Thomas and his wife, Lauren, reside in Wellesley, Massachusetts, with their three children. He participates in community involvement consistent with Merrill Lynch's tradition of service. Personal interests include basketball, boating, and golfing.

Kellan Mc Eachen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes positions at Bank of America and Merrill, as well as roles outside finance such as a lifeguard at The Dunes Club in Rhode Island. 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 investors, and corporations.

Lei Choon Ong is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience. His work centers on goal-based wealth planning, where he identifies client priorities and develops customized investment strategies to achieve financial security and confidence for individuals and families. He serves clients who value high-quality advice, disciplined thinking, and conscientious relationships. Before becoming a financial advisor, Ong worked as a management consultant advising financial institutions in Singapore and New York, providing him with analytical skills and a broad perspective. He holds a Bachelor of Science from New York University's Stern School of Business and a Master of Business Administration from Columbia University. He also earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered SRI Counselor™ designation. Outside of his professional work, Ong has a passion for healthy living, longevity, and global travel, having visited more than 57 countries. His personal interests include hiking, pilates, and competitive badminton. He is conversant in several languages, including English, Chinese, Spanish, Italian, Thai, Malay, and French. Additionally, he was the founder and chair of CBS Gives Back to Boston from September 2008 to March 2021.