Calan Philbrook

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.

Susan Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been a financial advisor with Merrill for more than 38 years, providing guidance to families through various stages of their financial lives. Susan and her team develop customized financial roadmaps that incorporate sophisticated planning tools and collaborate with clients' other professional advisors to address needs such as retirement income planning, managing new wealth, tax minimization, and socially responsible investing. Her areas of expertise include family wealth management strategies, college education planning, portfolio management, and assisting clients navigating complex life events such as divorce or career transitions. Susan holds the Chartered Retirement Planning Counselor™ designation as well as certifications as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She earned a Bachelor of Science degree in Business Administration from Elmira College. Outside of her professional role, Susan is the co-founder and past president of North Shore Women of HOPE, a nonprofit organization supporting Esperanza Academy, a tuition-free school for underprivileged girls in Lawrence, Massachusetts. She resides in Centerville, Massachusetts and enjoys boating, gardening, traveling, and spending time with her family.

Ekaterina Petrova is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping clients navigate their financial goals and develop strategies tailored to their individual circumstances. Ekaterina’s professional background includes expertise in legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income planning. She holds a Bachelor’s degree from the University of San Francisco and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ekaterina is proficient in English and Russian. Outside of her advisory role, Ekaterina participates in her local Homeowners Association and engages in personal interests such as boxing, camping, cooking, hiking, photography, reading, spending time with family, watching movies, and woodworking.

Timothy J. Willis, CRPC™, serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1998 and brings over 25 years of experience in business management and finance. Timothy provides clients with personalized wealth management strategies through a structured process that begins with comprehensive financial analysis to align investments with clients' short- and long-term goals. He collaborates with specialists across various fields to offer services including portfolio development, education planning, liability management, retirement planning, tax minimization, and asset preservation. Timothy holds a Bachelor of Science degree in Finance from Bridgewater State University, where he graduated cum laude. His professional designations include Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional responsibilities, Timothy is involved with the Chatham Conservation Commission. In his personal time, he enjoys adventure sports, camping, cooking, fishing, hiking, music, photography, traveling, and spending time with his wife Josette and their children.