Welcome to Merrill Lynch in Boston, MA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Revere Securities LLC is a global broker-dealer firm providing strategic and financial support to institutional investors, hedge funds, and individual investors. The firm's professionals are involved in all components of the sales and trading process, and include extensive compliance and operational personnel.Revere Securities has industry focused sales specialists who possess "buy-side" experience; therefore providing a sound, alternate perspective, to the investment process. The team performs services including wealth management, investment banking, institutional training, pre-IPO investing, retirement planning, asset management, private equity investment, SPACs and block trading.
Congress Trust is a subsidiary of Congress Asset Management, an independent, multibillion-dollar investment advisor providing investment management services to the insurance industry since its inception in 1985. The company has the ability to provide custody and trustee services nationwide, including insurance trusts. Over the years, the company has worked with insurance clients to create customized solutions to meet clients ever-changing needs. The company s investment policy committee members are financial professionals with many years of diversified investment experience. Collectively, these committee members advocate an integrated approach toward investing. The combination of expertise and a team decision-making process is designed to reach timely, well-reasoned investment decisions. The company is headquartered in Boston.
