William Westfield

Michael Bono is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Bono & Kline Group, offering a comprehensive approach that integrates asset allocation, trust and estate planning, charitable giving, and customized credit solutions through Bank of America, N.A. He works closely with entrepreneurs and business owners, particularly in pre-transaction strategies that emphasize time-sensitive and tax-sensitive analysis. He collaborates with clients’ accountants, attorneys, and investment bankers to support cohesive financial strategies. Michael began his career in 1988 in the technology sector, focusing on supercomputer design, hardware and software consulting, and big data analysis. In 2001, he transitioned to Sanford C. Bernstein, now AllianceBernstein, where he served as a Private Wealth Advisor. He subsequently spent over six years with Barclays Wealth Management before joining Merrill Private Wealth Management in 2015 with his team. He holds a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University and is a Personal Investment Advisor (PIA). Michael resides in Virginia and Maine with his wife and two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.

Jason Adamic is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill Lynch in 1997. Jason and his team develop and implement customized wealth management strategies aimed at addressing the unique needs of the families they serve. He emphasizes a holistic approach to financial planning, focusing on building enduring client relationships and tailoring strategies around clients’ values, needs, and aspirations. Jason’s expertise includes financial planning, investments, estate planning, wealth transfer strategies, liability management, and risk management. He serves clients in areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and retirement income planning. Throughout his career, he has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified 401(k) Professional™ (C(k)P®). He holds a bachelor’s degree in finance from Villanova University. Outside of his professional work, Jason enjoys spending time with his wife, Laura, and their three children. They live in Jamaica Plain, Massachusetts. His personal interests include traveling, fly fishing, golfing, and exercising.