Kevin joined Merrimack Wealth Management as an Advisor in 2025. Prior to Merrimack Wealth Management, Kevin spent seven years in the banking industry in various roles. Most recently, Kevin served as a Portfolio Manager with Citizens Private Bank assisting the firm’s high net worth clients. Kevin attended Stonehill College where…
With over 30 years of experience in the financial services industry he specializes in Social security benefit planning.
Brian, along with his brother Barry, serves as Principal and Senior Financial Advisor of Merrimack Wealth Management. Brian brings a wealth of knowledge to the firm with expertise in investment management, retirement planning, social security strategies, and college debt planning. Brian attended Nichols College where he earned a degree in…
JT joined Merrimack Wealth Management as an Advisor in 2020. He plays a key role in both client engagement and the day-to-day functioning of the firm. As an advisor, JT focuses on relationship development, onboarding, and helping families design personalized strategies tailored to their goals. JT is also deeply involved…
Ginny began her career with Merrimack Wealth Management over 16 years ago and has thoroughly enjoyed her journey as we have grown. As the Client Services and Solutions Manager at Merrimack Wealth Management, Ginny aims to bring dedication, passion, and a commitment to excellence to meet and assist with our…
Tim works directly with clients to develop holistic financial planning strategies tailored to each individual’s unique situation.
