Blending the passion and professionalism of our advisors and leadership, we have long delivered a rewarding wealth management experience to an accomplished, multi-generational clientele.
As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, 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.
Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill 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.
Across the three offices of the Princeton Market, our advisors and service associates share a mission – to create a “client experience” in which exceptional insight and service are the norm, not the exception.
Through goals-based strategies that evolve naturally from appreciating each client’s heartfelt concerns and cherished goals, we are devoted to serving clients’ best interests – often, during their most challenging life transitions (retirement, a career move, a business expansion, a child going off to college or returning home, a change in health, or the loss of a loved one).
How do we build financial strategies that align with clients’ personal situations and aspirations? We ask questions and listen closely to what clients say (and may not say). Once clients identify their objectives and concerns, we can begin to focus on their goals – rather than solely on industry benchmarks.
Using our firm’s advanced technologies, as well as “old-fashioned” meetings and phone conversations, we stay in touch with clients – to keep them informed and keep ourselves updated on new challenges and opportunities in their lives. Led by our management team, we’re always seeking new ways to ensure that “proactive, pro-client” attention can bring optimal benefits to the individuals, families, businesses and non-profits we serve.
Each client deserves a premium level of personal attention and our very best efforts. We are well aware that our performance can help determine theirs. On a given day, we may coordinate with a client’s CPA or attorney, organize a family meeting, or visit a client whose spouse is ill. Going the extra mile for clients is never going out of our way.
For Financial Advisors who excel in the Princeton Market, it’s about treating each client like he or she is a family member. We don’t have egos, take shortcuts, or use cookie-cutter approaches. Instead, we emphasize to prospective advisors that this is a dynamic, team-oriented environment in which we collaborate with each other, with clients, and call upon internal and external specialists.
We know that experienced and enthusiastic wealth management professionals can have a tremendous impact on the lives of clients. That’s why our management team supports advisors in several ways – sitting in client meetings, as well as mentoring and training advisors on an individual basis.
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.
David joined Merrill in 1983 as a municipal bond desk trainee and held various roles at Merrill before joining the Advisory Division in 2000. David led multiple markets in VA, New York, and Philadelphia before joining the Princeton Market in 2018 as the Market Executive.
With 110 financial advisors and 60 other client-focused professionals, David strives to provide the best possible environment for advisors and to support their roles by recruiting, developing, and coaching them. He and members of the Market leadership team make every effort to expedite matters for both advisors and clients so advisors can spend more quality time with clients – not time searching for answers.
David grew up in Virginia and received a BS in Finance from Virginia Tech and holds two Executive certificates from the University of Pennsylvania Wharton School. David and his wife, Angela, have four children.
Agne Solano is the Market Client Relationship Manager for the Princeton Market. She joined Merrill in 2009 and has held a number of positions in Pennington on the New Accounts, Legal Account Services and Trade and Client Review Supervision Teams. Her latest role was as a Market Supervision Manager for the Princeton Market and the Suburban Philadelphia Market. She holds the Series 7, Series 66, Series 9 and Series 10 FINRA registrations.
Agne is a Drexel University graduate, majored in finance and international business. She grew up in Lithuania and speaks fluent Lithuanian and Russian languages. Agne resides in Ewing, NJ with her husband Edison and their two sons, Lucas and Simas.
John Ventriello is a Market Supervision Manager for the Princeton Market. John has over 40 years in the financial services industry, which includes 28 years of various Merrill field leadership positions, 10 years leading the Edge Supervision team. Prior to Joining the Princeton Market in October 2019, John was in a Digital Compliance role. John holds the Series 7, Series 63, Series 66 and Series 8 FINRA registrations.
John grew up in Old Bridge, NJ, lived in Houston, Texas and Charlotte, NC. Presently John lives in Monroe Township, NJ with his wife, Donna.
Joe Vazza is a Market Supervision Manager for the Princeton Market. Joe began his career at Merrill in 1978. He has held a wide range of leadership roles in New York City, Long Island and New Jersey. These roles include Operations Manager, Administrative Manager, Business Manager and Market Supervision Manager. Joe was also a Regional, Market and Divisional Administrative Manager in New Jersey and the Mid Atlantic Division. Joe holds the Series 7, Series 63, Series 66, and Series 8 FINRA registrations and Series 3 NFA registration.
Joe grew up in Brooklyn New York. He now resides in Old Bridge New Jersey with his wife, Linda. They have three children and one grandchild.
Erika Kelly is the Associate Market Supervision Manager for the Princeton Market. She began her career as an intern at Merrill Lynch Wealth Management in 2016. After graduating college, Erika joined a large high net worth practice as a Client Associate where she served as the main point of contact to clients to help ensure the delivery of high-quality customer support strategies. She joined the Princeton Office Management Team in 2019 as the Market Supervision Manager Assistant. She holds Series 7, Series 66, Series 9, Series 10, and Series 3 FINRA registrations.
Erika graduated from The College of New Jersey with a degree in Finance. She is an alumna member of Phi Sigma Sigma and a member of Beta Alpha Psi. Erika lives in Hamilton, NJ with her husband, Bobby.
Luke Gilbert is the Associate Client Relationship Manager for the Princeton Market. He began his career at Merrill in 2018 in the Merrill Edge call center. After graduating college, Luke joined the investment center for Merrill Edge where he was a Investment Specialist. He later was a Team Lead on our Trade Elevation Desk, which handles complex and escalated trades for our Edge Clients. He joined the Princeton Office Management Team in 2023. He holds Series 7, Series 66, Series 9, and Series 10.
Luke graduated from Rider University with a BS in International Business and Finance and is working towards a Masters of Finance Degree at Johns Hopkins University. Luke resides in Mount Laurel, New Jersey with his Fiancée, Laura.
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.
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.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
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.
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.
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.