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SHORT HILLS, NJ

Merrill Lynch Wealth Management Branch Office

Our willingness to invest in our people, our ability to leverage Merrill's investing resources and specialists and to provide access to Bank of America consumer and business banking services, positions us to help you devise strategies designed to preserve, grow and distribute your wealth.

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Branch Office Profile

About Us

The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Culture

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.

Community 

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.

 

Client Commitment

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.

Advisors at This Location

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.

William L Gibson

CRPC

CIMA

First Vice President

Senior Consultant

Michael E Lozowski

CFP

First Vice President

Wealth Management Advisor

Sen Yen Goh

CPFA

CPWA

CDFA

CFP

Vice President

Wealth Management Advisor

Harold Cho

Vice President

Senior Financial Advisor

David Palladino

First Vice President

Senior Financial Advisor

Ann E Caruso

CFP

Vice President

Wealth Management Advisor

Thomas C Cook

Senior Financial Advisor

Darren Marcantuone

CRPC

Vice President

Senior Financial Advisor

Jacqueline Bond-Lasher

CFP

Vice President

Wealth Management Advisor

Kathleen "KC" Maloney

CPFA

CFP

First Vice President

Wealth Management Advisor

Jeffrey Fitz

Assistant Vice President

Senior Financial Advisor

Patrick C Doran

CPFA

CRPC

CFP

First Vice President

Wealth Management Advisor

Sandra Raia

CRPC

Vice President

Senior Financial Advisor

Matthew J Kaiser

CPFA

CRPC

Senior Vice President

Wealth Management Advisor

Paul F. Maletsky

CPFA

Vice President

Senior Financial Advisor

Glenn Preston Evans

CPFA

CFP

CRPC

Vice President

Wealth Management Advisor

Patrick V Mackessy

Vice President

Senior Financial Advisor

Patricia A Bell

Managing Director

Wealth Management Advisor

Bradford R Bonner

Assistant Vice President

Senior Financial Advisor

Craig M Zaikov

CPFA

CRPC

Senior Vice President

Senior Financial Advisor

Peter D Ryan

Vice President

Senior Financial Advisor

Michael R. Jason

CRPC

Investment Associate

Robert Kelly

CFA

Vice President

Financial Advisor

David Reeve

CFP

CFA

Vice President

Financial Advisor

Shami Kaur

CFP

Financial Advisor

Geoffrey Cleveland

Vice President

Financial Advisor

Meet our Office Managment Team

Deborah Shepherd| MLWM Market Executive| Managing Director

CFP, CFP

Robyn Paulin -Market Executive Assistant

Joseph Vazza| Senior Market Supervision Manager| Director

Len Annucci| Market Supervision Manager| Vice President

Gina Lessner| Administrative Manager| Vice President

Gina Lessner joined the Short Hills, NJ Market in June 2017 as a Market Supervision Manager. She joined Merrill Lynch Wealth Management in 2010 as an Administrative Manager Assistant in the PBIG Century City, CA Office. After a move back to the East Coast, she entered the Associate Administrative Manager Program in New York City in 2012. Gina was promoted to the Administrative Manager role in 2013 within the Manhattan East Market, where she worked for five years.

In 2007, Gina started her career in Financial Services Industry at Smith Barney, supporting the Complex Manager in Downtown Manhattan; she earned her BS in Finance and Marketing from Syracuse University that same year. Gina enjoys running, spending summers at the Jersey Shore, and supporting sports teams from her hometown of Philadelphia. She resides in Summit, NJ with her husband, Andrew, and their son, Jack.

Andria Bonanni| Administrative Assistant| No Title Present

Nancy Canales| Client Relationship Manager| Director

Lizelle Pernia| Administrative Assistant| No Title Present

Kim Bonanni| FADP Performance Manager| Vice President

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

Careers

Are you prepared to take your career to the next level? If you’re highly entrepreneurial, enjoy talking to people about goals and objectives, and appreciate an opportunity to access the global resources of Merrill to help clients achieve their goals, consider a career as a financial advisor.

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 strategies and wealth management advice, products and services.

Access to Resources

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.

Grow & Learn

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.

Learn more about careers at Merrill Lynch Wealth Management