Since 1980, my career has afforded me extraordinary opportunity to work alongside talented colleagues and with generations of an affluent clientele. Along the way, I've earned the trust and friendships of clients guiding them through various market cycles. Regarding industry recognition: In 2013, I was named one of Barron's "Top 1,000 Financial Advisors." I was also named to The Financial Times' list of America's Top 400 Financial Advisors in 2013, 2015 , 2016, 2017 and 2018 as well as Forbes Best in State 2018, 2019 and 2020. Today, The Boston Harbor Group is a multi-generational team that brings exceptional knowledge and know-how to a very select number of successful business owners, athletes and team owners, physicians, financial and technology executives in New England and nationwide. I believe we continue to receive referrals from clients for many reasons, including the following: We "get in front of opportunities" that we introduce to clients including real estate and private equity. As forward-looking advisors, we know the value of helping clients prepare for all sorts of circumstances. Our varied ages enable us to relate personally and effectively with clients at different stages of the wealth accumulation and distribution continuum. We recognize clients' complex financial demands which is why we joined Merrill. We came for the tailored lending capabilities of Bank of America, N.A. and for the estate planning services of Bank of America Private Bank (formerly U.S. Trust). We also coordinate with clients' CPAs and attorneys, to be tax efficient in managing their assets. I AM PROUD TO: Bring a culture of caring to families with whom we've "grown up." Many clients come to us with wealth, but without a financial strategy or estate plan. It's gratifying to help clients clarify their financial picture and identify ways to brighten it. 