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Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston

Justin Merola

Managing Director, Wealth Manager

Mohamed-Merola Wealth Management

Southborough, Massachusetts

Professional Profile

Call Me When

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.

Contact Method

Profession

  • Wealth Manager

    • Professional Certifications

    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

    • Business Focus

    Transition Planning Certification

    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

    • Client Results

    Membership

    Greater Boston Sponsor

    Member Since

    Member for 4 years

    Sponsorship Type

    Silver, Summit Half Table

    Chapter Leadership Role

    NXT Chair

    Why I'm a Member of XPX

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