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.

Katherine Cleary is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2016. She is a member of The Driscoll Group, where she collaborates on delivering a goals-based wealth management approach tailored to individuals, families, and businesses. Her work centers on understanding clients’ personal needs and financial objectives to provide customized guidance that extends beyond portfolio management. Katherine holds a Bachelor of Science degree in Finance and Economics, graduating Magna Cum Laude from Plymouth State University. She possesses the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP® Board, along with the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA) designations, and holds Series 7 and 66 FINRA registrations. Her background includes experience in the insurance industry, notably an internship at Lloyds of London in Chicago. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, and retirement income planning, among others. Outside of her professional pursuits, Katherine enjoys a variety of outdoor and fitness activities including biking, boating, fishing, gardening, hiking, horseback riding, skiing, traveling, yoga, and spending time with her family.

Robert Rice is a Senior Resident Director and Wealth Management Advisor at Merrill, serving the Cape Cod and Islands office. He joined Merrill in 2004 and brings over 35 years of experience in sales, marketing, and business management. Robert holds a Bachelor's degree from Springfield College and holds the Personal Investment Advisor (PIA) designation. Robert's professional focus includes employee benefits planning, family wealth management strategies, personal retirement planning, and retirement income. He leads Rice and Associates with support from his business partner of more than 18 years, Debbie Gwizd, along with team member Alec Mcleod. Their team emphasizes developing personalized financial strategies tailored to individual client goals, providing clear and understandable advice, and leveraging over 50 years of combined industry experience with the resources of a global financial services firm. In addition to his work, Robert participates in community initiatives, including Habitat for Humanity, and has served as a member of the Board of Directors for Cape Cod Child Development. He lives in West Falmouth on Cape Cod with his wife, Kate.

Dimitar Arabadzhiev is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after holding leadership positions at Bank of America Premier Banking & Investments since 2002. In his role, Dimitar employs a disciplined investment process focused on delivering customized wealth management experiences tailored to each client's individual and professional priorities. He helps clients define long-term objectives, develop appropriate strategies including asset allocation aligned with their risk tolerance, and leverages Merrill Lynch’s open architecture platform to recommend suitable investment options. Dimitar holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. His expertise encompasses planning, design, implementation, and ongoing review of financial plans for individual clients and families, with particular emphasis on retirement planning, family wealth management, and alternative investment strategies. He earned an MBA with a concentration in Finance from Providence College and a bachelor's degree in Economics from Southwestern University in Bulgaria. Dimitar is proficient in English, Serbian, Serbo-Croatian, and Russian. Outside of his professional duties, Dimitar lives on Cape Cod with his wife Christina and their two sons, Alexander and Eric. He is committed to community involvement and volunteers with local organizations, following Merrill Lynch’s tradition of active participation in the communities served. His personal interests include music, reading, soccer, and tennis.

William Satkevich is a Financial Advisor with Merrill Lynch Wealth Management, serving clients on Cape Cod. He specializes in helping families build and maintain generational wealth through comprehensive financial planning. His approach involves understanding each client’s unique priorities to develop personalized strategies that address short-, mid-, and long-term financial goals. William’s expertise spans family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and investment strategies tailored for individuals, families, and specific client groups such as women and those in sports and entertainment. He also offers clients access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Bentley University. William’s personal interests include a variety of sports such as baseball, basketball, football, golf, ice hockey, and pickleball, as well as cooking, bowling, watching movies, and spending time with his family.