Justin Merola
Mohamed-Merola Private Wealth
Boston,
Massachusetts
Professional Profile
Call Me When
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Professions
Wealth Manager
Functional Expertise
Capital markets
Cash management
Charitable giving
Employee benefits
ESOPs
Estate planning
Family business
Finance
Financial Modelling
Investments
Lending
Mergers
Philanthropy
Retirement
Risk management
Strategic planning
Exit/Transition Planning
Professional Certification
CEPA, CRPS, CRPC
Transition Planning Certification or Methodology
CEPA
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Greater Boston Sponsor
Member since
Member for 5 years
Sponsorship Type
Silver
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