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The Squarcia Group 

The Squarcia Group

Global Wealth Management

Merrill Lynch
1545 iyannough road, rt. 132
hyannis, MA  02601 

Phone(508) 771-9857

Email:  

Directions to Branch

Professional Profile

The Squarcia Group was founded, in 2000 with the mission to provide the services of a boutique firm in conjunction with the broad resources of a global institution. By working with a select group of affluent individuals and small business we have the time and resources to develop an in depth understanding of your life goals, concerns and needs. These relationships are built upon trust, honesty, respect, and are directed by our fiduciary responsibility to our clients.

Our goal is to become your trusted advisor who educates, guides, and creates personalized financial strategies to help you achieve your desired outcomes.

How We Differ

  • We look beyond your portfolio and also focus on wealth structuring and estate planning services. Then we review access to banking services, credit services and lending through Bank of America, N.A.

  • We believe so strongly in this holistic review it is a standard practice for all our clients.

  • We deliver proactive, customized advice with excellent service.

  • We understand the service we deliver is just as important as helping to protect and grow your wealth.


  • Our greatest reward is creating long-term relationships with clients and recognizing that our work is never complete.


     

    OUR TEAM

    Paul Squarcia
    Senior Vice President - Wealth Management & Senior Resident Director
    Paul is the founder of the Squarcia Group and joined Merrill Lynch in 2000 after 16 years in the corporate world. Paul held various positions in Business Development at State Street Global Advisors, Merck Company and Digital Cane Services/Sleep Med. Paul’s focus is on an integrated approach which takes into account the personal dynamics of the client’s family wealth. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provides recommendations that allow for the preservation and transfer of wealth to future generations. Mr. Squarcia currently serves on the board of trustees for the Boys and Girls Club of Cape Cod and is a member of the Mashpee Yacht Club. Paul enjoys fishing and boating with his wife Angela, and two young children, Ella and Ben.

    Erik Wallin, CRPC®
    Vice President - Wealth Management Advisor
    Erik holds the Chartered Retirement Planning CounselorSM designation*. Erik meets with clients for an in-depth understanding of their personal challenges to identify financial strategies. He has years of experience working with and providing advice for the financial issues facing high net worth individuals. Strategies that Erik incorporates are managing concentrated stock positions, wealth transfer, gifting, insurance, and corporate retirement plans. An Economics graduate from Hobart College and a resident of Centerville, MA, Erik enjoys fishing, boating, and basketball. He has been working at Merrill Lynch since 2002.

    J.Bradley Simpkins, CFP®
    Financial Advisor
    After a 20 year career on the floor of the New York Stock Exchange serving as President of his own broker/dealer, Brad joined Merrill Lynch in 2013 as a financial advisor. Providing a valued service to his clients is at the heart of his mission. "My professsional satisfaction comes from helping people achieve their financial goals. I want to be a part of each success story. It involves having a personal relationship with every client." Brad is a CFP® certificant, a designation awarded by the Certified Financial Planning Board of Standards, Inc*. He is a graduate of Colgate University, 1986. Brad currently lives in Vineyard Haven, MA with his wife, Polly, and two sons, Justin and Finnegan. His interests include golf, skiing, and enjoying tea with his wife.

    Erika Leahy
    Registered Resident Director’s Assistant
    Erika joined the Squarcia Group in 2005. She is a Magna Cum Laude graduate of Northeastern University with a degree in Finance. As the team's relationship manager she strives to ensure that we consistently deliver a high level of service. Erika is proficient in handling complex administrative issues, market orders, and utilizes new technology to maximize business efficiency and contact management.Originally from Cape Cod, Erika lives in Barnstable and is an avid Cross Fit member.

    Ines Seferi
    Registered Client Associate
    Ines Seferi graduated Magna Cum Laude from Johnson and Wales with a degree in International Business and a concentration in Financial Services. She joined Merrill Lynch and the Squarcia Group in 2013 with two years previous experience in financial services. Ines assists the group with account openings, account maintenance and report updating. Ines enjoys collaborating with clients and using her critical thinking skills to keep up with the fast pace environment. Ines likes writing poetry, reading books and spending time at the beach.

    Amy Lihzis
    Client Associate
    Amy joined the Squarcia Group in 2013. She earned a Bachelor of Science degree from Eastern Kentucky University. Amy’s background is in customer service having worked in the hospitality industry for ten years. Amy assists the group with client outreach and administrative duties. She is an efficient problem solver dedicated to enhancing client relationships. Amy lives in Mashpee with her husband Bryan and daughters Julia and Alyson.

    Consuelo Carroll
    Client Associate
    Consuelo holds an MBA from Northeastern University and a B.B.A. in Marketing from the University of Texas at Austin. She has worked in the financial services industry since 2007. She handles client appreciation and business development, as well as, marketing. Consuelo lives in Mashpee with her husband Jim and daughters Gabby and Elise.

    Additinal Resource - Wealth Management Banking
    Kathy Langrill*
    Senior Vice Pres.- Wealth Management Banker, Merrill Lynch Wealth Management, Bank of America, N.A.
    You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Kathy Langrill, Senior Vice President, Wealth Management Team Banker, supports your Financial Advisor team. Kathy has been in the financial services industry since 1984 and joined Bank of America in January 2002.

    *Chartered Retirement Planning Counselorsm and CRPC® are registered servuce marks of the College of Financial Planning
    *Certified Financial Planner Board of Standards, Inc. owns the certification marks of CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who succesfully complete CFP Board's intiial and ongoing certification

    Client Commitment


    Paul Squarcia is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

    Erik Wallin is registered to do business in:AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VI, VT, WI

    J. Bradley Simpkins is registered to do business in:CA, CO, CT, FL, IL, KY, MA, NH, NJ, NM, NY, OH, PA, RI, SC, TN, VA, VT

    For questions regarding registration information please contact your Financial Advisor.
    AC260ED1 (JCF*******801)