Financial Advisor, Merrill Lynch

The Winn Wealth Management Group

Global Wealth Management


1700 WEST PARK DRIVE
WESTBOROUGH, MA 01581

Phone: (800) 5502704
Email:

Directions to Branch

PROFESSIONAL STAFF

Carol A. Winn (800) 550-2704 Wealth Management Advisor Senior Vice President-Wealth Management View Profile
Arthur T. Carr 8008194991 Sr Resident Director Vice President View Profile
Matthew Moon (508) 798-7207 Financial Advisor Trainee View Profile
Carolynn A. Crawford 5087987227 Client Associate View Profile

PROFESSIONAL PROFILE

In today’s ever changing world, you have no shortage of resources for financial information – from cable news to an infinite number of internet sources. You also have more financial options – and likely more confusion. With so many choices, making the right ones for your situation has become frustratingly complex. That’s why finding the right partner to guide you can be a critical advantage on your path to financial success.

The Winn Wealth Management Group is a small boutique within the large global franchise of Merrill Lynch. We work with families and individuals to create, build and preserve wealth. We take a disciplined approach by defining your financial goals, setting realistic objectives, and creating, implementing and monitoring your investment plans. We act as your core advisor, coordinating with your tax advisor for tax planning and with your estate attorney for estate planning services. Our goal is to preserve your wealth through multiple generations.

Carol A. Winn, CIMA®, CFP®, Senior Vice President-Wealth Management, Wealth Management Advisor,
Portfolio Manager, PIA Program


Carol began her career in financial services in 1984 as a Financial Advisor. In 1989, she became a Certified Financial Planner™, a designation offered by the Certified Financial Planner Board of Standards, Inc. She holds the Certified Investment Management Analyst®(CIMA®)designation, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School of Business. She leverages 30 years of industry experience, advanced training, and the the depth of Merrill Lynch/Bank of America resources. As head of Winn Wealth Management Group, Carol believes the success her team has achieved is directly related to the degree of trust she has earned from clients, many of whom have been with her for more than 30 years.

Arthur T. Carr, CRPC®, Resident Director, Financial Advisor

Arthur is the Resident Director of the Merrill Lynch Westborough office. Arthur began his career in the financial services industry as a Financial Advisor with Morgan Stanley. In 2007, he joined Merrill Lynch in his current capacity. While he enjoys managing and mentoring the 40+ Merrill Lynch employees at the Westborough, MA location, his greatest satisfaction comes from leveraging his experience to help clients pursue their financial goals. His specialties include retirement planning and financial strategies for clients with special needs family members. He holds the Chartered Retirement Planning CounselorSM(CRPC®)designation. His focus on helping clients pursue their desired retirement lifestyle centers on retirement income management, wealth accumulation, wealth preservation and risk management. He has a B.S. from Ithaca College.

Matthew L. Moon, Investment Associate

Matt has been with the firm since 2011, joining the team in late 2012. He works closely with the team to enhance client service and accessibility. By providing direct client contact in a timely manner, he helps facilitate the team's goal to provide a small boutique experience while leveraging the vast knowledge and expertise of one of the world’s leading financial services firms. Matt is a family oriented person and he values the time spent with those closest to him. He grew up involved in athletics and continues to stay involved by coaching youth hockey. When not on the ice, he enjoys playing golf with his family and friends. He is an alumnus of Boston College where he graduated with a BA in Economics and earned minors in mathematics and philosophy. While attending Boston College, he was the president of the Men’s Lacrosse team and participated in the 4Boston community service program.

Carolynn A. Crawford, Resident Director’s Assistant, Client Associate

Carolynn sets the standard for client service in the Winn Wealth Management Group. She manages operations and the technology platform for the group, ensuring client requests are handled thoroughly and expeditiously. Carolynn is consistently recognized by clients and Merrill Lynch management alike for her communication skills, results, focus, and technological savvy. Before joining Merrill Lynch in 2007, Carolynn served as a Client Service Associate at Morgan Stanley. Her diverse experience in the financial, education and insurance sectors include roles at John Hancock and the Westborough Public School System. She holds a B.A. from Denison University.

New clients accepted by referral only.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com

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

Carol Winn is registered to do business in:AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, PA, RI, TX, UT, VI, VT, WA

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