Our Team

A relationship-driven team built around people. 

The MEREX Wealth Management team genuinely cares about our clients, understands their concerns, and remains within reach when they need guidance. Unlike large impersonal firms where clients can feel lost in the system, our team delivers a highly personal experience built on responsiveness and collaboration.

The professionals behind the partnership.

Meet the team committed to delivering thoughtful guidance, responsive service, and personalized attention.

James O’Sullivan

James V. O’Sullivan, CLU®, AIF®, ChFC®  

Founder & Managing Director

Mark Boccuzzi

Mark Boccuzzi

President 

Robert Surprenant

Robert M. Surprenant Jr., CFP® 

Partner & Senior Vice President

Amanda Chartier

Amanda Chartier

Financial Advisor

Hillary Kaplan

Hillary Kaplan

Client Service Manager

Georgina Castillo

Georgina Castillo

Wealth Management Assistant

BEGIN THE CONVERSATION

Your wealth deserves a steady hand.

Connect with MEREX Wealth Management for a complimentary consultation and see what planning with purpose looks like.

Schedule a Consultation401.739.4322