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.
In the Princeton Market, ours is a proud tradition that we continue to share with a new generation of clients and advisors. Since 1946 – when our nation’s heroes returned from World War II – we’ve crafted sophisticated strategies on behalf of successful individuals, affluent families and others for whom our “knowledge and know-how” are critical to meeting their complex financial requirements.
From our three offices in Princeton, Downtown Princeton, and East Brunswick, our 110 extraordinary financial advisors and 60 support professionals bring extensive acumen and personal attention to those in the surrounding area and more than 30 states where referred and retired clients call home. The Princeton Market leadership team provides additional support to clients and financial advisors. Clients also enjoy access to highly qualified specialists in the areas of: Wealth Management, Consumer Banking Services through Bank of America, N.A., Insurance, Trust and Estates.
Today, clients entrust us with $14 billion as of November 2018 in assets and liabilities. We never forget that they also trust our integrity and sincerity. We feel privileged to note that our client relationships are multi-generational and many of our most seasoned advisors have served client families for between 20 and 40 years.
Focusing on clients as people with real lives, concerns and aspirations, our advisors are able to provide a thoughtful, goals-based approach to wealth management. By defining our success through each client’s vision of a positive outcome, we are able to measure our effectiveness and share in clients’ joy.
As a Merrill Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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 places 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 financial 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.
In 1983, David joined Merrill Lynch as a trainee on the municipal bond desk. He held various roles within the firm and joined the Advisory Division in 2000 as a District Sales Manager in New York City. David lead multiple markets including: Hampton Roads Virginia, Manhattan East, Long Island East Complex, and the the Philadelphia Metro Complex before joining the Princeton Market in 2018 as the Market Executive.
Today, he continues to share his appreciation for discipline and dedication with 110 talented financial advisors and 60 other client-focused professionals. Dave’s mission is to provide the best possible financial environment for advisors and to support the important roles they play – whether he’s actively involved in recruiting, developing, or coaching them.
On a daily basis, David explores new ways to support financial advisors, giving them streamlined access to the vast research and resources of Merrill Lynch. He believes that superior wealth management stems from an advisor’s ability to spend quality time with clients – not time searching for answers. That’s why he and other members of the Market leadership team make themselves available – to expedite matters for advisors and clients alike.
David grew up in Lynchburg, Virginia and received a Bachelor’s degree 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.
Kelli Gill is the Client Relationship Manager for the Princeton Market. 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 Bachelor’s 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.
Paul Raker is the Associate Market Supervision Manager for the Princeton Market. Paul spent the first 7 years of his Merrill Lynch career working in Pennington, NJ, where he was most recently in Central Supervision.
Paul graduated from Rider University with a degree in Business Administration. He also holds the Series 7, Series 66, Series 9, Series 10 and Series 24 FINRA registrations. Paul lives in Holland, PA with his wife Stefania, and four year old daughter, Vivian.
Agne Solano is Market Supervision Manager for the Princeton Market. She joined Merrill Lynch 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 Suburban Philadelphia Market. She holds 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 son Lucas.
Amy Adler is the Market Executive Assistant for the Princeton Market. 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. Amy 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.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Management 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 strategies and wealth management advice, products and services.
Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.
Merrill Lynch 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.