Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.
Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill Lynch location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Our deeply committed financial advisors call upon Merrill Lynch’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.
Deborah Shepherd is the Managing Director for the Princeton, New Jersey and Yardley, Pennsylvania offices. In this capacity, she is responsible for over 200 employees and $19 billion as of January 2015 in client assets. Deborah joined Merrill Lynch in 1990. Prior to joining Merrill Lynch, Deborah was in the US Navy serving at duty stations along the East Coast. She began her career at Merrill Lynch as a Financial Advisor in Louisiana for 10 years. Deborah earned a Bachelors of Science from the US Naval Academy and is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds Series 7, Series 63 & 65, Series 3, Series 8 and Series 31 FINRA registrations.
Charles Gentile is the Client Relationship Manager working with Deborah Shepherd, Market Executive for the Princeton, New Jersey and Yardley, Pennsylvania offices. He joined the firm in 2005. Prior to joining Princeton as the Client Relationship Manager in the summer of 2015, Charles was the Associate Client Relationship Manager of the Center City Philadelphia office since 2014. In previous roles, he was responsible for operations management, project management and team management for multiple business units in Merrill Lynch’s corporate office in Pennington, NJ from 2005-2014. Charles holds Series 7, Series 66, Series 9, Series 10 and Series 24 FINRA registrations. He is a life-long resident of the area and resides in Newtown, PA.
Chris joined Merrill Lynch in the Fall of 2000. He has held various roles in both sales and management, enabling him to relate well to the needs and challenges of financial advisors and client associates. In his current role, Chris is responsible for daily risk oversight for the Complex, minimizing exposure while implementing a solutions-based approach to accomplishing the goals and objectives of clients and advisors. He is a graduate of DeSales University with a B.A. in management and a minor in psychology. Chris also holds Series 7, Series 66, Series 9 and Series 10 FINRA registrations. Chris and his wife Wendy, along with their four children, live in Bucks County, PA.
Kim Bonanni is the Administrative Manager for the Princeton Complex. She has over 23 years in the financial services industry which includes 11 years serving in various Field Leadership roles with Merrill Lynch. Prior to joining the Princeton Complex in 2014, Kim was the Non-Producing Sales Manager in the Short Hills Complex. She holds Series 7, Series 63, Series 65 and Series 8 FINRA registrations. Kim previously served on the Board of Directors of the Ridge Touchdown Club, supporting the Football Program at Ridge High School. She lives in Basking Ridge with her family.
Kelli Gill is the Client Relationship Manager working with Deborah Shepherd, Market Executive for the Princeton, New Jersey and Yardley, Pennsylvania offices. She joined the firm in 1998. Prior to becoming a Client Relationship Manager, Kelli was the Resident Manager of a Mid Atlantic banking team since 2009, from 2006-2008 a member of the FA and Client Experience team, and from 1999-2006 a Senior Registered Client Associate for a Financial Advisor team. Kelli earned a Bachelors of Arts in Political Science from Vassar College. She also holds Series 7, Series 66, Series 9, Series 10 and Series 24 FINRA registrations. Kelli and her daughter, Tori, reside in Newtown, PA.
Amy Adler is the Managing Director’s Assistant working with Deborah Shepherd, Market Executive for the Princeton, New Jersey and Yardley, Pennsylvania offices. Amy joined the firm in 2015. Prior to joining Merrill Lynch, Amy spent 7 years working in the financial services industry as a Client Associate. In this capacity, she provided support to top-producing financial advisors and their clients on matters relating to income tax, wealth management and estate planning. She also spent 12 years at Merrill Lynch in New York working in the Research and Investing Banking areas. She and her husband, Doug, reside in Manalapan, NJ, with their two children.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
TPC Jasna Polana, Princeton, NJ
Mar 8th, 2018 | 8:00AM-10:00AM EST
Life coach Randi Levin will lead attendees in a workshop on living your bucket list. Don't procrasinate...take charge today!
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.
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