Duke Lenaghan
FSA - Merrill at Merrill Lynch Wealth Management | Boston, Massachusetts, United States
Duke Lenaghan’s Email & Phone Number
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Duke Lenaghan serves as a Financial Services Advisor at Merrill Lynch Wealth Management, supporting clients in the Boston metropolitan area with customized wealth management strategies. He earned his undergraduate degree from the Isenberg School of Management at the University of Massachusetts Amherst and maintains his FSA designation while operating within a firm established in nineteen fourteen. By combining institutional investment insights with banking capabilities, Lenaghan structures financial plans designed to help individuals pursue their targeted economic objectives.
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FSA - Merrill at Merrill Lynch Wealth Management in May 2025 - Present
Investment Solutions Representative at Fidelity Investments in September 2023 - May 2025
Customer Relationship Advocate at Fidelity Investments in May 2022 - September 2023
Intern at Hingham Street Partners at UBS Wealth Management in December 2020 - February 2021
Isenberg School of Management, UMass Amherst, July 2026
Thayer Academy, July 2026
Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html
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What is Duke Lenaghan email address?
Email Duke Lenaghan at [email protected] and [email protected]. This email is the most updated Duke Lenaghan's email found in 2026.
What is Duke Lenaghan phone number?
Duke Lenaghan phone number is 7819241879 and 7813756272.
How to contact Duke Lenaghan?
To contact Duke Lenaghan send an email to [email protected] or [email protected]. If you want to call Duke Lenaghan try calling on 7819241879 and 7813756272. (updated on September 15, 2025)
What company does Duke Lenaghan work for?
Duke Lenaghan works for Merrill Lynch Wealth Management.
What is Duke Lenaghan's role at Merrill Lynch Wealth Management?
Duke Lenaghan is FSA - Merrill
What industry does Duke Lenaghan work in?
Duke Lenaghan works in the Financial Services industry.
