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Wealth management team joins First Republic Private Wealth Management in Boston


A wealth management team led by Jim Atwood is now part of First Republic Private Wealth Management.

Atwood is joined by senior team members Jeff Atwood, Tom O’Brien, Julie Rousseau, McClane Cover, Brendan York, and Zach Calahan, along with client services and operations professionals. The team, formerly of Merrill Lynch, will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations.
“Jim and his team have a very successful track record of developing customised solutions for many clients with diverse needs,” says Bob Thornton, President of First Republic Private Wealth Management. “Jim and all of our new team members share First Republic’s commitment to exceptional client service. We’re very pleased to welcome them to our expanding group of wealth professionals in Boston.”
Jim Atwood has more than three decades of experience directing the design and development of customised wealth strategies for ultra-high net worth individuals and families. Barron’s magazine named him one of the “Top 100 Financial Advisors in the Nation” from 2012 to 2016 and the top wealth advisor in Massachusetts in 2014. Forbes recognised him as the top advisor in Massachusetts in 2018.
“First Republic is a world-class organisation that has set the standard for service excellence,” Atwood says. “Our team looks forward to working with the wealth management and banking professionals at First Republic to meet the growing needs of our clients.”

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