John Trickett

Background

About John Trickett

Since joining Merrill Lynch Wealth Management in 2002, I've taken a planning-based approach to managing wealth and formulating portfolios for high net worth individuals, affluent families and successful businesses in Boston, throughout Massachusetts, and across the nation. At The Trickett Group, we're adamant about staying current with clients, spouses and grown children. That's critical to providing an exemplary level of service for clients whose lives require thoughtful financial strategies. We also bring our experience and energy to serving corporate sponsored retirement plans – offering investment selection and employee enrollment and education. We're proud to say that clients call us to consult on an array of important decisions. We believe that our key relationships with leading mutual fund managers can benefit clients. Taking a global perspective on investment opportunities, our managed money approach helps diversify clients' investments across non-correlated assets. Utilizing Merrill research and our own, client portfolios may include a core of Individual stocks, along with ETFs and bonds. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.