PROFESSIONAL PROFILE

THE SQUARCIA GROUP provides a vast array of resources and opportunities that $1.7 trillion in Merrill Lynch's private client assets can create. We offer the advantages of a boutique as well as the global resources of one of the world’s largest financial services firms. Our group provides access to a wide range of products and services including in-depth research and an open architecture platform which includes the industry’s top money managers.

Servicing only a select group of individuals and small businesses, THE SQUARCIA GROUP is dedicated to providing the utmost white glove service. Our client’s needs and values are the center of our dedicated focus. Our main goal is to develop a plan in which we protect, preserve, and grow our client’s wealth. We provide customized services to meet your financial needs.

THE SQUARCIA GROUP, together with our partners, delivers integrated solutions tailored to each client’s risk tolerance, goals, and expectations. We limit our clients to a select group in order to insure unparalleled service and accessibility. Our greatest reward is developing long-term relationships with our clients and recognizing that our work is never complete. THE SQUARCIA GROUP continuously assists our clients as their investment goals and needs evolve.

Paul Squarcia is a Senior Vice President-Investments who joined Merrill Lynch in 2000. As a Certified Financial Manager, his focus is to fully understand the dynamics of family wealth and create appropriate estate planning and money management strategies. By identifying opportunities and challenges, Paul helps provide solutions that allow for the preservation and transfer of wealth to future generations.

Mr. Squarcia currently serves on the board of trustees for the Boys and Girls Club of Cape Cod.

In 2011, Paul was the recipient of the Steve Waltein Award, a very prestigious award presented by the directors at Merrill Lynch for leadership.

Paul lives in Mashpee, Ma with his wife Angela, and two young children, Ella and Ben, he enjoys boating and fishing.

Erik Wallin is a Chartered Retirement Planning Counselor and Special Needs Advisor who identifies financial solutions for high net worth individuals using a planning based approach. Primarily, he meets with clients for an in-depth understanding of their personal challenges to deliver an institutional approach on managing their portfolio in a tax efficient manner. Strategies that Erik incorporate are: managing concentrated stock positions, wealth transfer, gifting, insurance, and corporate retirment plans. An Economics graduate from Hobart College and a resident of Centerville, MA, Erik enjoys fishing, boating, and basketball.

Erika Leahy is a Magna Cum Laude graduate of Northeastern University with a degree in Finance. As a Registered Client Associate, she is the team's relationship manager. Erika joined Merrill Lynch in 2005, she is proficient in handling all complex administrative issues, market orders, and utilizes new technology to maximize business efficiency and contact management. She is from the Cape and resides in Hyannis, MA.