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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 fiduciary responsibility to our 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. Greg Voccio Financial AdvisorGreg will be responsible for the team's business operations, as well as applying future industry trends and firm strategy to the team’s practice. Greg will utilize his access to the investment resources of Merrill Lynch and the banking convenience of Bank of America N.A. to help address all aspects of client's financial lives. Greg has worked as an auditor, operations manager and administrative manager focused on business management and risk management. Greg joined Bank of America N.A./Merrill Lynch in 1998 and has over 19 years in the financial services industry. Greg holds a bachelor’s degree in Business Management from Providence College. He and his family live in Cranston, RI. J. Bradley Simpkins, CFP®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. Meaghen Avila Financial AdvisorMeaghen began her financial services career with Bank of America, as a Personal Banker, prior to joining the Squarcia Group in 2014. She helps clients focus on their legacy planning issues while working closely with their other trusted advisors. She earned a B.S. in Business Management from New England Institute of Technology. She is a member of the Boston Coastal Complex Women’s Exchange through Merrill Lynch and is a member of the Bristol County Estate Planning Council. Meaghen currently lives in Acushnet, MA with her husband Eric where they enjoy dinning out, kayaking, and traveling.Erika LeahyRegistered Resident Director’s AssistantErika joined the Squarcia Group in 2005. She is a Magna Cum Laude graduate of Northeastern University with a degree in Finance. As the team's relationship manager she strives to ensure that we consistently deliver a high level of service. Ines SeferiRegistered Client AssociateInes graduated Magna Cum Laude from Johnson and Wales with a degree in International Business and a concentration in financial services. Ines assists with account openings, account maintenance and report updating 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 - Wealth Management BankingKathy Langrill*Senior Vice President - Wealth Management Team Banker, Bank of America, N.A.You may also benefit from the experience of a Wealth Management Banker 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 Wealth Management Banker 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. Kathy Langrill, Senior Vice President, Wealth Management Team Banker, 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.*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
Greg Voccio 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
J. Bradley Simpkins is registered to do business in:CA, CO, CT, FL, IL, KY, MA, NH, NJ, NM, NY, OH, PA, RI, SC, TN, VA, VT
Meaghen Avila is registered to do business in:CT, MA
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