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CHESTER, NJ

Merrill Lynch Wealth Management Branch Office

Welcome to the CHESTER, NJ Branch. Our financial advisors work within a customized, goals-based system that begins with the belief that each client is unique, and that our wealth management strategies need to reflect each client’s individual objectives, no matter how large or small.

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Branch Office Profile

The Merrill Lynch Chester Wealth Management office consists of experienced Financial Advisors who are dedicated to helping high net worth individuals as well as their families and businesses achieve their financial goals and receive superior customer service. We welcome the opportunity to demonstrate how we can make a significant difference in your life through strategies such as wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors. To help you pursue your objectives, we employ Merrill's time-tested wealth management process, which by taking the time to fully understand your current financial situation so we can offer knowledge-based, individualized strategies.
Our Financial Advisors understand the demands and responsibilities that accompany significant wealth. We will use our experience to help you manage risk and address your short and long term financial goals. Our most deeply held commitment and tradition is that clients' interests come first. We are prepared to move quickly as your goals change, family or businesses situation occur and new financial commitments arise. We will maintain contact with you to help anticipate your needs and adjust your strategies. Earning your trust is our goal and we encourage you to contact us at any time.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

The LP Group

Wealth Management

Karen Stark,

CPFA,

ChFC

Wealth Management Advisor

Frank Leloia/The LP Group

First Vice President

Senior Financial Advisor

Glenn Schunkewitz

Senior Vice President

Senior Financial Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management