- Wealth Management Experience: Since 2005Justin Merola is a Managing Director and Wealth Manager with First Republic Private Wealth Management. Prior to joining First Republic in 2023, Mr. Merola served as a Senior Vice President and Senior Financial Advisor at Merrill Lynch, UBS and Morgan Stanley. He works diligently with successful families to help them understand and achieve all of the unique needs in their financial lives, including preserving wealth, mitigating taxes, taking care of their heirs, helping to protect assets and philanthropic giving. Mr. Merola stays active in supporting both his alma maters, Northeastern University in Boston and Notre Dame High School in West Haven, Connecticut. He is also a board member of the Greater Boston Chapter of XPX (Exit Planning Exchange).
- Professional DesignationsHe is a Certified Exit Planning Advisor, a Certified Plan Fiduciary Advisor and a Chartered Retirement Plans Specialist℠.
- EducationMr. Merola earned his bachelor of science with a dual concentration in finance and management from Northeastern University.
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