Financial Advisor, Merrill Lynch

The Barcomb Group

Global Wealth Management

HIGH STREET TOWER
125 HIGH STREET
BOSTON, MA 02110

Phone: (617) 946-4106
Email:

Directions to Branch

PROFESSIONAL STAFF

(617) 946-4016Senior Vice President-Investments
(617) 946-4270Financial Advisor
(617) 946-4106Registered Senior Client Associate
(617) 946-4238Registered Client Associate

PROFESSIONAL PROFILE

The Barcomb Group at Merrill Lynch is a nationally ranked team, providing customized investment and wealth management solutions for individuals and institutions for over 16 years. We have created an extremely successful and local clientele by providing exemplary client service, simple solutions to complex investment related issues, and access to virtually all areas to the capital markets. With the combined organization of Bank of America and Merrill Lynch, we have the ability to help you meet your asset and liability needs. It is a unique and powerful combination for both individuals and institutions. No matter what you or your organization's goals are, we are here to understand, evaluate, implement, and constantly monitor any strategy so that we can ensure those goals are met. We are here to be a long term partner and resource for you, your family, or your organization. Please feel free to contact us on a complementary basis. We look forward to potentially meeting you.

David A. Barcomb
Senior Vice President – Investments, Financial Advisor
With over 16 years of experience managing The Barcomb Group, David is the senior member and Principal of the team. David focuses primarily on asset management and retirement planning for individuals, non profits, and emerging businesses. David is a graduate of Trinity College, in Hartford, CT, where he studied economics and political science. Recently, David was nominated to the Barron's 1000, recognizing his place as one of the top financial advisors in the country. David is extremely involved in his community, serving on the board of directors of the Norwell VNA, the South Shore YMCA, and the South Shore Hospital. He also coaches youth baseball and basketball. David, his daughters, Sarah and Kate, and son, Dave Jr., reside in Norwell, MA.

Alex F. Tanguay
Financial Advisor, CFP®
With more than 8 years experience in the financial services industry, Alex's focus is in financial planning and asset and liability management. Alex is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a graduate of Boston University, with a degree in Business Administration and a concentration in Finance. Alex joined Merrill Lynch in 2008. He is active with Big Brothers of Massachusetts Bay and serves on the Boston University School of Management Alumni Board of Directors. Originally from Cape Cod, Alex resides in Boston and is an avid runner.

Megan P. Schaefer-Curran
Senior Registered Client Associate, CRPC®
Megan is focused on working with The Barcomb Group’s clients in the area of client service and administrative support. Megan works diligently in a wide variety of areas to provide superior service to our clients. Megan graduated from Gettysburg College and lives in Brookline with her husband and two children. She enjoys golf, traveling and kickboxing.

Madeline F. Carroll
Registered Client Associate, CRPC®
Madeline works with The Barcomb Group’s clients to ensure consistent, high-quality service. Her focus is on portfolio analysis and composition. Madeline graduated from Tufts University with a degree in Economics and International Relations. While at Tufts, she was a member of the Women’s Crew team and remains active in the sport. Madeline is originally from Cape Cod and now resides in Brookline.

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Alex Tanguay is registered to do business in: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VT, WA, WI

David Barcomb is registered to do business in: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VT, WA, WI

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