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.

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.

Amy Adler is the Market Executive Assistant for the Princeton Market. Amy joined the firm in 2015. Prior to joining Merrill, 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 in New York working in the Research and Investing Banking areas. Amy and her husband, Doug, reside in Manalapan, NJ, with their two children.

Migdalia Rivera is the MSM Administrative Assistant for the Princeton Market. Migdalia joined the firm in 2000 as a Client Associate. Over her 22 years as a Client Associate, she has worked with various Financial Advisors in the Princeton Office.

Prior to joining Merrill, Migdalia worked eight years for Bristol Myers Squibb in their Accounting Department.  Then spent 12 years as a stay at home Mom raising her three children.  In her free time, Migdalia enjoys spending time with her family, doing crafts, reading and spoiling her two grandsons, Damien and Julian.

 

Migdalia reside in Mount Laurel, NJ.