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MEMBER PROFILE

 

Colin Murtha

Merrill Lynch Wealth Management

 

Member profile details

Membership level
Greater Boston Individual
First name
Colin
Last name
Murtha
Title
Senior Vice President, Wealth Management Advisor
Company
Merrill Lynch Wealth Management
LinkedIn profile URL
www.linkedin.com/in/colinmurtha
XPX Chapter Email Lists
  • Connecticut - Hartford New & Events
  • Greater Boston News & Events
  • New Hampshire News & Events
  • Rhode Island News & Events
 

CONTACT INFORMATION

City
Wellesley
State
Massachusetts
 

PROFILE INFORMATION

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.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Investments
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Transportation/Storage
Professional Certification(s)
CFP®️, CEPA®️, CRPS™️, CPFA®️
In Business Since
2011
How to contact
(781) 371-0347 / Colin.Murtha@ml.com
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