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1545 IYANNOUGH ROAD, RT. 132HYANNIS,
The Squarcia Group was founded, in 2000 with the mission to provide the services of a boutique firm in conjunction with the broad resources of a global institution. By working with a select group of affluent individuals and small business we have the time and resources to develop an in depth understanding of your life goals, concerns and needs. These relationships are built upon trust, honesty, respect, and are directed by our responsibility to clients.Our goal is to become your trusted advisor who educates, guides, and creates personalized financial strategies to help you achieve your desired outcomes.How We Differ
Mr. Squarcia serves on the board of the Boys and Girls Club of Cape Cod, is a member of the Mashpee Yacht Club and the Cape Cod Corvette Club. Paul enjoys fishing and boating with his wife Angela, and two young children, Ella and Ben.Erik Wallin, CRPC®Vice President - Wealth Management AdvisorErik holds the Chartered Retirement Planning CounselorSM designation*. Erik meets with clients for an in-depth understanding of their personal challenges to identify financial strategies. He has years of experience working with and providing advice for the financial issues facing high net worth individuals. Strategies that Erik incorporates are managing concentrated stock positions, wealth transfer, gifting, insurance, and corporate retirement plans. An Economics graduate from Hobart College and a resident of Centerville, MA, Erik enjoys fishing, boating, and basketball. He has been working at Merrill Lynch since 2002.David Capelle, CIMA® Financial AdvisorDavid joined Merrill Lynch in 2011 and has been in the financial services industry since 1999. As a former Investment Specialist, David brings over 15 years of consulting experience. David graduated from University of Rhode Island with a BA in Economics and a BA in Political Science. He has earned the designation of Certified Investment Management Analyst® (CIMA®) *in conjunction with the Investment Management Consultants Association and the University of California – Haas Business School. David lives in Scituate, Massachusetts with his wife Beth and their three children. He is actively involved in their community as the Chairman of the Town of Scituate Capital Planning Committee, member of the Public Building Commission and School Building Committee, Board of Trustees for South Shore Hospital, Board Member for The Friends of South Shore Hospital, Board of Directors South Shore Elder Services, and Government Affairs Committee Member at the South Shore Chamber of Commerce. J. Bradley Simpkins, CFP®Senior Financial AdvisorAfter 20 years on the floor of the New York Stock Exchange, serving as President of his own broker/dealer, Brad joined Merrill Lynch in 2013 as a financial advisor. Brad's professional satisfaction comes from helping people achieve their financial goals. He wants to be a part of each success story. It involves having a personal relationship with every client. Brad is a CFP® certificant, a designation awarded by the Certified Financial Planning Board of Standards, Inc*. He is a graduate of Colgate University, 1986. Brad currently lives in Vineyard Haven, MA with his wife, Polly, and two sons, Justin and Finnegan. His interests include golf, skiing, and enjoying tea with his wife. Ines SeferiRegistered Client AssociateInes graduated Magna Cum Laude from Johnson and Wales with a degree in International Business and a concentration in financial services. She is the lead CA for the Squarcia Group and assists clients with account openings, account maintenance and report updating. Lindsay Hixon Registered Client AssociateLindsay Hixon joined Merrill Lynch in 2014. She brings 10 years of industry. Lindsay duties will include service and administration, as well as, helping clients focus on legacy planning issues and working with their personal estate planning advisors. Lindsay earned a Bachelor’s Degree in International Studies from Michigan State University. Amy LihzisClient AssociateAmy joined the Squarcia Group in 2013. She assists the group with client outreach and administrative duties. She has B.S. degree from Eastern Kentucky University.Consuelo CarrollClient AssociateConsuelo focuses on business development and marketing. She has worked in the financial services industry since 2007. Consuelo holds an M.B.A. from Northeastern University and a B.A. from the University of Texas at Austin.Additional Resource - Merrill Lynch Banking AdvisorKathy Langrill*Senior Vice PresidentYou may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Merrill Lynch Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Kathleen Langrill, Senior Vice President, Merrill Lynch Banking Advisor, supports your Financial Advisor team. Kathy has been in the financial industry since 1984 and joined Bank of America in January 2002. *Chartered Retirement Planning Counselorsm and CRPC® are registered service marks of the College for Financial Planning.*Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Sr Resident Dir - Wealth Mgmt
Senior Vice President-Wealth Management
Wealth Management Advisor
First Vice President-Wealth Management
Senior Financial Advisor
Registered RD Assistant
Registered Client Associate
Paul Squarcia is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
Erik Wallin is registered to do business in : AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VI, VT, WI
J. Bradley Simpkins is registered to do business in : CA, CO, CT, FL, IL, KY, MA, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, VA, VT
David Capelle is registered to do business in : AK, AZ, CA, CT, DE, FL, GA, IN, MA, NC, NH, NY, PA, RI, TN
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