Grant Joiner

James Simpkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 20 years of experience on the floor of the New York Stock Exchange and a decade at Merrill, he utilizes his extensive industry background to help clients navigate financial markets and pursue their long-term goals. His areas of expertise include legacy planning, liquidity management, retirement income, portfolio management, and values-based investing, among others. James works closely with clients to develop personalized financial strategies based on their individual objectives, risk tolerance, and liquidity needs. James holds a Bachelor's Degree from Colgate University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Beyond his professional work, he is involved with the Marthas Vineyard Boys and Girls Club and enjoys golfing, skiing, and spending time with his family.

Edward Nabhan is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a career that began in 1980, he has extensive experience working with generations of affluent clients, guiding them through various market cycles. Edward’s areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and tax minimization. He is a Personal Investment Advisor (PIA) and holds a Bachelor's degree from Boston College. Throughout his career, Edward has received recognition from notable industry publications. He was named one of Barron's "Top 1,000 Financial Advisors" in 2013 and included in The Financial Times' list of “America’s Top 400 Financial Advisors” multiple times between 2013 and 2018. Additionally, he has been listed in Forbes’ “Best-in-State Wealth Advisors” from 2018 through 2024. Edward works as part of The Boston Harbor Group, a multi-generational team serving a select group of successful business owners, athletes, physicians, and executives both in New England and nationwide. The group focuses on tailored, risk-managed portfolio construction and coordinates with clients’ CPAs and attorneys to deliver tax-efficient strategies. Edward is active in his community and supports charitable causes such as St. Jude. He is affiliated with professional organizations including Charles River Country Club, Oyster Harbors Golf Club, and Pine Tree Country Club. Outside of work, Edward enjoys fishing, golfing, ice hockey, swimming, and yoga. He resides in downtown Boston with his wife, Sandy, and works alongside his son, Alex.