For over 20 years, The Barcomb Group at Merrill Lynch has provided customized solutions, based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals. By utilizing the resources of Merrill Lynch Wealth Management, we serve three types of investors’ unique needs and objectives:
1.) Retail investors focused on wealth accumulation and overall planning. From our experience, these investors may face challenges including concentrated stock positions, deferred compensation and asset management.
2.) Retired investors focused on income generation, estate-planning services and growth that outpaces inflation. These clients have spent their lives accumulating assets and now focus on generating sufficient income while maintaining principal.
3.) Emerging institutional clients focused on cash management, asset management and credit and lending. These clients typically include: nonprofit organizations, educational institutions, for-profit businesses and professional organizations (law firms and CPA firms).
Our process is straight forward, and designed to guide your lasting financial health. To support your wealth management, we will:
Meet with you to discuss your objectives and goals, provide a detailed analysis of your current financial situation, create an optimized strategy based on those objectives and goals and execute your plan.
Commit our team’s resources and capabilities, as well as those of all our strategic partners and specialists under the Wealth Management umbrella at Merrill Lynch.
Review our collective progress on a periodic basis. The ultimate investment strategy should be consistent with not only your investment goals but also your life goals — because numbers are irrelevant unless they act as a road map to your lifetime goals. At your request, we will work with your attorney, CPA, and estate planner to ensure continuity.
David A. Barcomb
Managing Director -Wealth Management, Financial Advisor
David joined Merrill Lynch in 2008, and with over 20 years of experience managing The Barcomb Group, David is our team’s senior member and principal. He focuses primarily on asset management and retirement planning for families, non-profits and emerging businesses. David has earned Merrill Lynch's highest title of Managing Director, and is a dedicated Investment Advisory Program Portfolio Manager. He is a graduate of Trinity College, in Hartford, Conn., where he studied economics and political science. Away from the office, David is actively involved in his community, serving on the board of directors for the South Shore YMCA and South Shore Hospital. He also coaches youth baseball and basketball. David and his daughters, Sarah and Kate; and son, Dave Jr., reside in Norwell, Mass.
Alex F. Tanguay
Vice President, Wealth Management Advisor, CFP®
Alex joined Merrill Lynch in 2008, and applies more than 12 years of experience in the financial services industry as he focuses on retirement planning services and asset and liability management. Because he believes thorough planning is the foundation of lasting success, Alex serves as a member of the Financial Planning Association. He has a CERTIFIED FINANCIAL PLANNER™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and his FINRA Series 7, 66 securities registrations. He is a graduate of Boston University's School of Management, an active member of the Boston University Alumni Association’s leadership council and serves on the national governing body for Sigma Chi. Originally from Cape Cod, Alex resides in Boston’s Seaport District. He has been a Big Brother in the Big Brothers Big Sisters program of Massachusetts Bay for over eight years and is a member of their Board of Overseers. In his spare time, he is an avid runner who has completed numerous marathons.
Stephen brings over 20 years of experience in Financial Services to The Barcomb Group. Originally from northern New Jersey, he worked in New York City for several years before career opportunities with ABN-AMRO and J.P. Morgan took him to Chicago, San Francisco and finally to Boston where he joined Merrill Lynch in 2012. Stephen graduated with a BS in Finance from Marist College and currently holds his FINRA Series 7, 66 securities registrations. Away from the office, he is actively involved in his community as a member of the Sudbury for Wounded Warriors Project, the USO and DA organizations, and the Make-A-Wish Foundation. In his free time, Stephen coaches his children’s baseball and hockey teams in Sudbury, MA where he lives with his wife, Donna, and 10 yr.-old twins, Ava and Trevor.
Rennee draws on more than 15 years of professional experience in business management and financial services. With a Masters in Business Administration with a concentration in Finance from HULT Business School, which has equipped her to attend to the needs of entrepreneurs and corporate executives. Rennee also holds her FINRA Series 7 and 66 registrations. She adds value to every relationship by consistently delivering a meticulous analysis of client needs with a deliberate application of customized strategies. Originally from Vitoria, Brazil, Rennee is fluent in Portuguese and is actively involved in the Boston/Latino community. She is also a devoted supporter of the ASPCA and The Home for Little Wanderers.
Madeline F. Carroll
Sr. Registered Client Associate,CIMA®, CRPC®
Madeline has been a member of The Barcomb Group since 2007. She focuses on portfolio analysis and composition, and works with clients to identify and address their needs and ensure consistent, high-quality service. Madeline holds both theCertified Investment Management Analyst® and Chartered Retirement Planning Counselor(SM) designations, as well as FINRA Series 7 and 66 registrations. She has a bachelor’s degree in Economics and International Relations from Tufts University where she was a member of the Women’s Crew Team.
Chris joined the Barcomb Group in February of 2014. He is a 2009 graduate of Eastern Connecticut State University with a bachelor’s degree in Economics. Chris couples his academic background along with 3 years experience in the financial services industry to provide a client-centric approach to service. Originally from Trumbull, Connecticut, Chris currently resides in Charlestown.
Registered Client Associate
Eryn joined the Barcomb group in April of 2014. She uses her academic experience and 3 years of industry experience to provide a high level of administrative support and client service. She is a 2011 graduate of Western New England College with a bachelor’s degree in Finance and a minor in Economics. Eryn enjoys swimming, golfing, and skiing. Eryn is originally from Montpelier, Vermont and currently resides in Waltham.
David P. Sweeney
Additional Resource - Wealth Management Banking
A Wealth Management Banker from Bank of America, N.A., David provides strategic and personalized banking guidance focused on your needs. He draws upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy. David Sweeney CRPC®, Vice President, Wealth Management Banker, supports your Financial Advisor team.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.