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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 is a high functioning, integrated team that helps client’s reach their short and long term financial goals. Our main goal is to develop a plan in, which we protect, preserve, and grow client’s wealth.

The Squarcia Group offers the advantages of a boutique firm by working with a select group of individuals and small businesses. We believe client relationships need to be built upon trust and transparency in order to discover financial aspirations. The strategies we create are tailored to each client’s risk tolerance, goals, and expectations. We differentiate ourselves by focusing on wealth structuring, access to banking services, estate planning services, credit and lending, as well as advice and planning. Using the highest levels of integrity and honesty we can educate, guide, and provide clients with personalized financial strategies.

We believe in order to best serve clients, a disciplined investment process is necessary to help clients pursue their overall objectives. Our focus on identifying potential sources of risk enables us to better navigate market conditions while keeping aligned with targeted objectives. Our investment framework consists of simplicity, transparency, and high conviction which creates a process that is consistent and tailored to match the client’s individual investment and risk profiles. The Squarcia Group has years of experience, a Certified Special Needs Advisor, access to internal and external market research, and philanthropic experience which helps give clients the confidence their investment portfolios are designed by a dedicated team of professionals.

Our greatest reward is creating long-term relationships with clients and recognizing that our work is never complete. We understand the service we deliver is just as important as helping to protect and grow a client’s wealth.

OUR TEAM

Paul Squarcia
Senior Vice President - Wealth Management & Senior Resident Director

Paul joined Merrill Lynch in 2000. As a financial advisor his focus is to fully understand the dynamics of family wealth to combine the appropriate estate planning services and money management strategies. By identifying opportunities and challenges, Paul helps provide strategies that allow for the preservation and transfer of wealth to future generations. In 2011, Paul was the recipient of the Steve Waltein Award, a very prestigious award presented by the directors at Merrill Lynch, for leadership. Mr. Squarcia currently serves on the board of trustees for the Boys and Girls Club of Cape Cod. 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
Vice President - Wealth Management Advisor

Erik is a Wealth Management Advisor who holds the Chartered Retirement Planning Counselor designationSM, as well as, the Certified Special Needs Advisor designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. Erik identifies financial strategies for high net worth individuals using a planning based approach. Primarily, he meets with clients for an in-depth understanding of their personal challenges to deliver an institutional approach on managing their portfolio in a tax efficient manner. 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.

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.

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.

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.

The Squarcia Group is able to provide white glove service to clients through its diverse team. Working together, each team member contributes to finding creative and suitable ideas to enhance the client experience, while striving to achieve the financial goals of each client.

*Denotes that this professional is not an exclusive resource of the Squarcia Group, and relationships may be subject to change.

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

For questions regarding registration information please contact your Financial Advisor.
C8476318 (JCA*******801)