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1700 WEST PARK DRIVEWESTBOROUGH,
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President - Wealth Management
Sr Resident Director
In today’s ever changing world, you have no shortage of resources for financial information – from cable news to an infinite number of internet sources. You also have more financial options – and likely more confusion. With so many choices, making the right ones for your situation has become frustratingly complex. That’s why finding the right financial steward to guide you can be a critical advantage on your path to financial success.The Winn Wealth Management Group functions as a small boutique within the large global franchise of Merrill Lynch. We work with families and individuals to create, build and preserve wealth. We take a disciplined approach by defining your financial goals, setting realistic objectives, and creating, implementing and monitoring your investment plans. We act as your core advisor, coordinating with your tax advisor for tax planning and with your estate attorney for estate planning services. Our goal is to preserve your wealth through multiple generations.
Carol A. Winn, CIMA®, CFP®, Senior Vice President-Wealth Management, Wealth Management Advisor, Portfolio ManagerCarol began her career in financial services in 1984 as a Financial Advisor. In 1989, she became a CERTIFIED FINANCIAL PLANNER™professional, a designation offered by the Certified Financial Planner Board of Standards, Inc. She holds the Certified Investment Management Analyst®(CIMA®)designation, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School of Business. She leverages 30 years of industry experience, advanced training, and the the depth of Merrill Lynch/Bank of America resources. As head of the Winn Wealth Management Group, Carol believes the success her team has achieved is directly related to the degree of trust she has earned from clients, many of whom have been with her for more than 30 years.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. Second Disclosure: 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.Arthur T. Carr, CRPC®, Senior Resident Director, Vice President Arthur is the Senior Resident Director of the Merrill Lynch Westborough office. Arthur began his career in the financial services industry as a Financial Advisor with Morgan Stanley. In 2007, he joined Merrill Lynch in his current capacity. While he enjoys managing and mentoring the 40+ Merrill Lynch employees at the Westborough, MA location, his greatest satisfaction comes from leveraging his experience to help clients pursue their financial goals. His areas of focus include retirement planning and financial strategies for clients with special needs family members. He holds the Chartered Retirement Planning CounselorSM(CRPC®)designation. Arthur works on helping clients pursue their desired retirement lifestyle targeting retirement income management, wealth accumulation, wealth preservation and risk management. He has a B.S. from Ithaca College. Michael H. Lancaster, Senior Vice President- Wealth Managment, Financial AdvisorMichael has more than 20 years in the financial services industry. He is passionate about helping high-net-worth clients pursue their wealth management goals, whether these are professional, personal or a combination of both. Michael graduated from the Sellinger School of Business at Loyola University and passed the Certified Public Accountant examination in 1986. Although, in his current role as Financial Advisor, Michael does not give tax or legal advice. Committed to collaboration, with the client’s permission, Michael can work closely with each client’s attorney, accountant and other advisors to help him/her offer financial advice and guidance that complements their overall situation and short- and long-term goals. He is dedicated to providing a high level of client service and achieving a high level of client satisfaction. Carolynn A. Crawford, Resident Director’s Assistant, Client AssociateCarolynn sets the standard for client service in the Winn Wealth Management Group. She manages operations and the technology platform for the group, ensuring client requests are handled thoroughly and expeditiously. Carolynn is consistently recognized by clients and Merrill Lynch management alike for her communication skills, results, focus, and technological savvy. Before joining Merrill Lynch in 2007, Carolynn served as a Client Service Associate at Morgan Stanley. Her diverse experience in the financial, education and insurance sectors include roles at John Hancock and the Westborough Public School System. She holds a B.A. from Denison University.Matthew L. Moon, Financial AdvisorMatt joined Merrill Lynch in 2011 and works closely with the Winn Wealth Management Group to assist clients in defining financial needs and implementing strategies to meet their goals. By providing direct client contact in a timely manner, he helps facilitate the team's goal to provide a small boutique experience while leveraging the vast knowledge and expertise of one of the world’s leading financial services firms. He is an alumnus of Boston College where he graduated with a BA in Economics and earned Minors in Mathematics and Philosophy. Additional ResourceVanessa Woollacott, Merrill Lynch Banking AdvisorYou 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 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. Vanessa Woollacott, Vice President, Merrill Lynch Banking Advisor, supports your Financial Advisor team. Vanessa has been in the financial services industry since 1996 and joined Bank of America in 1996.New clients accepted by referral only.Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Michael Lancaster is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Carol A. Winn is registered to do business in : AZ, CA, CO, CT, FL, GA, MA, MD, ME, MN, NC, NH, NJ, NV, NY, PA, RI, TX, UT, VI, VT, WA
Arthur T. Carr is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Matthew Moon is registered to do business in : AZ, CA, CO, CT, FL, MA, MD, ME, NC, NH, NJ, NV, NY, PA, RI, TX, UT, VI, VT, WA
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