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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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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.

Branch Office Profile

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.

Michael E Lozowski,

CFP

First Vice President

Wealth Management Advisor

June E Ellien Merrill Lynch

June E Ellien,

CRPC, 

CIMA

Senior Vice President

Senior Consultant

Sen Yen Goh,

CPFA, 

CPWA, 

CDFA, 

CFP

Vice President

Wealth Management Advisor

David Palladino

Vice President

Senior Financial Advisor

Ann E Caruso,

CFP

Vice President

Wealth Management Advisor

Darren Marcantuone,

CRPC

Vice President

Senior Financial Advisor

William L Gibson,

CRPC, 

CIMA

First Vice President

Wealth Management Advisor

Jacqueline Bond-Lasher,

CFP

Vice President

Wealth Management Advisor

Kathleen "KC" Maloney,

CPFA, 

CFP

First Vice President

Wealth Management 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

Kent E Gandy Jr.

Managing Director

Senior Financial Advisor

Patricia A Bell

Managing Director

Wealth Management 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

Jeffrey Fitz

Assistant Vice President

Senior Financial Advisor

Robert Kelly,

CFA

Vice President

Financial Advisor

Harold Cho

Vice President

Senior Financial Advisor

Meet our Office Managment Team

Deborah Shepherd| MLWM Market Executive| Managing Director

CFP

Deborah joined Merrill Lynch in 1990 as a Financial Advisor in Louisiana after 11 years of active and reserve service as a U.S. Naval Officer. 

As the Market Executive for the Short Hills Market, she continues to share her appreciation for discipline and dedication with 156 talented financial advisors and 78 other client-focused professionals. Deborah’s mission is to provide the best possible financial environment for advisors and to support the important roles they play – whether she’s actively involved in recruiting, developing, or coaching them.
 
Deborah is a graduate of the U.S. Naval Academy and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Board of Standards Inc.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Robyn Paulin -Market Executive Assistant

Robyn Paulin joined the Short Hills, NJ Market in November 2018 as the Market Executive Assistant.  She has five years of Merrill Lynch experience and most recently served as the Market Executive Assistant in the 5th Avenue Market.  Prior to Merrill Lynch, Robyn spent five years at a pharmaceutical marketing agency, primarily in the creative department, as a proofreader/copy editor. 

 

When she is not working, Robyn loves spending time with her nieces and nephew, has climbed to the top of the Rockefeller Center three times (70 flights of stairs!), and roots for Notre Dame football.  She resides in Atlantic Highlands, NJ with her husband, Glen. 

Peter Lazor| Associate Market Executive| Director

Peter Lazor is the Associate Market Executive in the Short Hills Market which is comprised of approximately 135 financial advisors in 6 offices in northern New Jersey.  

Peter recently joined Merrill Lynch Wealth Management in January 2018 working with the Market Executive and management team in the growth and development of the Short Hills complex.  Prior to joining Merrill he worked at JP Morgan in the Private Bank. 

He went to Babson College where Peter majored in Entrepreneurial Studies and founded Babson’s Special Olympics program.  Upon graduation Peter was awarded The Thomas Watson Fellowship and researched the transition from a centralized economy to a free-market society in former Czechoslovakia.  

Harding Township, NJ is home for Peter, his wife, three kids and two dogs and where he coaches ice hockey and is the President of the Essex Hunt Club in Peapack, NJ.

Terri Payne| Client Relationship Manager| Vice President

Terri Payne has been with the Short Hills market since September 2015. She started her career with Merrill Lynch in 1994 and has held various positons over the years including Central Supervision Principal/Manager, Administrative Manager and Client Services Manager. Terri has the following licenses: Series 7, 63, 65, 9, 10 & NJ Life/Health Insurance.

Terri was born and raised in New Jersey and considers herself a true “Jersey Girl.” She graduated from the College of New Jersey in Ewing Township. Her favorite sports team is the New Jersey Devils. She loves listening to Bruce Springsteen and spending time down the Jersey shore, especially Asbury Park. She even shares the same alma mater with John Bongiovi (aka Jon Bon Jovi); Sayreville War Memorial High School. Terri is married to Chris and has two sons, Christopher and Alexander.

Aixa Robinson| Client Relationship Manager| Vice President

Aixa Robinson is the Client Relationship Manager in the Short Hills, NJ market, for 6 branch offices with over 230 employees.

Aixa has been with Merrill Lynch for over 22 years, having worked in CMA, Money Market/Mutual Fund Operations, before taking on the roles of Registered Client Associate and Financial Advisor in the Bridgewater, NJ complex.  In 2016 she joined the branch office management team of the Suburban Philadelphia market before joining the Short Hills complex in 2018.  She is a graduate of Rutgers University with a B.S. in Management and Labor Relations.  In addition, she holds her Series 7, 66, 9, 10 and Chartered Retirement Planning Counselor (CRPC®) designation.

Aixa resides in Flemington, NJ and is an avid traveler. She also participates in many of the firm’s philanthropic events, including Habitat for Humanity, Junior Achievement Days and Walk for Wishes. 

Len Annucci| Administrative 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 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.   

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.

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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