PROFESSIONAL PROFILE

Philip Weber, Vice President and Certified Financial Manager, has been with Merrill Lynch since 1989. He has extensive portfolio management experience, with expertise in managed money strategies. Mr. Weber specializes in Retiree Wealth Management, Financial Planning, Portfolio Management, Tax Strategies, Estate Planning, and Lending. Phil, his wife, and their four children live happily in Marston Mills, MA.

Paul Squarcia, Vice President and Certified Financial Manager, joined Merrill Lynch in 1999. As a Certified Financial Manager, his focus is to fully understand the dynamics of family wealth and create appropriate estate planning and money management strategies. By identifying opportunities and challenges, Paul helps provide solutions that allow for the preservation and transfer of wealth to future generations. Paul enjoys living with his wife and daughter in Mashpee, MA.

Matthew Bourassa, Certified Financial Manager, has been with Merrill Lynch since 2003. He began his career in the financial services industry in 1989, and provides expertise in reitrement planning for individuals and businesses. A resident of Sandwich, MA, Mr. Bourassa is an MBA graduate of the University of Nebraska and also serves our nation as a pilot in the Air National Guard.

Francis Dattalo, Certified Financial Manager, has been with Merrill Lynch since 2004. Mr. Dattalo has over 30 years of experience in financial services. His extensive portfolio management experience combined with his focus on identifying opportunities and recommending solutions, assists clients in meeting their financial goals. He and his wife, Betsy reside in Chatham, MA.

Marilyn Goode is a Registered Client Associate who joined Merrill Lynch in 2002. She has over 25 years of experience in the financial services industry, holding various responsibilities as an Administrative Manager. Mrs. Goode is responsible for all administartive matters and is committed to the highest possible levels of client satisfaction. Marilyn, her husband, and daughter live happily in Barnstable, MA.