Colin Murtha
Merrill Lynch Wealth Management
Wellesley, Massachusetts
About
Company name
Business title
Senior Vice President, Wealth Management Advisor
Contact
How to contact
(781) 371-0347 / Colin.Murtha@ml.com
Professional Profile
Call Me When
Call me when you’re building a successful business and want to proactively address the financial, tax, retirement and legacy planning decisions that begin well before an exit.
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Employee benefits
Employee engagement/ retention
Estate planning
Family business
Fiduciary
Investments
Transaction advisory
Exit/Transition Planning
Professional Certification
CFP®️, CEPA®️, CRPS™️, CPFA®️
Client Industries
Business Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Transportation/Storage
Chapter information
Membership
Greater Boston Individual
Member since
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