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SHORT HILLS, NJ

Merrill Lynch Branch Office

Our willingness to invest in our people, our ability to leverage Merrill Lynch’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 Lynch, 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.

Our founder, Charles Merrill, said it nearly a century ago: “The interests of our customers must always come first.” And the more than seventy-five financial advisors and twenty-five  client associates who populate the Short Hills offices of our Branch work tirelessly to honor that commitment. We dedicate ourselves daily to delivering personal service, full disclosure, and goals-based strategies that reflect our broad, combined financial experience and our commitment to integrity. We not only provide “know-how;” we are dedicated to getting to “know-you.”

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 Lynch 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.

As a Merrill Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, 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 Lynch’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

First Vice President

Wealth Management Advisor

CFP

June E Ellien

Senior Vice President

Senior Consultant

CIMA, CRPC

Sen Yen Goh

Vice President

Wealth Management Advisor

CDFA, CFP, CPWA

David Palladino

Vice President

Senior Financial Advisor

Ann E Caruso

Assistant Vice President

Wealth Management Advisor

CFP

Michael J. Holden

Vice President

Wealth Management Advisor

CFA, CFP, CRPC, CHFC

Darren Marcantuone

Vice President

Senior Financial Advisor

CRPC

William L Gibson

First Vice President

Wealth Management Advisor

CIMA, CRPC

Jacqueline Bond-Lasher

Vice President

Wealth Management Advisor

CFP

Kathleen "KC" Maloney

First Vice President

Wealth Management Advisor

CFP

Patrick C Doran

First Vice President

Wealth Management Advisor

CFP, CRPC

Sandra Raia

Vice President

Senior Financial Advisor

CRPC

Matthew J Kaiser

First Vice President

Wealth Management Advisor

CRPC

Paul Maletsky

Vice President

Financial Advisor

Glenn Preston Evans

Assistant Vice President

Wealth Management Advisor

CFP, CRPC

Kent E Gandy Jr.

Managing Director

Senior Financial Advisor

Mark L Cremonni

Senior Vice President

Senior Financial Advisor

ADPA, CRPC

Christine Healy

Vice President

Senior Financial Advisor

CDFA

Patricia A Bell

Managing Director

Wealth Management Advisor

Craig M Zaikov

Senior Vice President

Senior Financial Advisor

CRPC

Peter D Ryan

Assistant Vice President

Senior Financial Advisor

Mavi Thorpe

Financial Advisor

Orlando Campos

Registered Client Associate

Jeffrey Fitz

Assistant Vice President

Senior Financial Advisor

Meet our Office Managment Team

James P. Hughes| MLWM Market Executive| Managing Director

CIMA

The Short Hills Branch is headquartered in our  office and led by our Market Executive, James P. Hughs , a Merrill Lynch veteran since 1995Jim manages approximately 150 financial advisors, and as often as possible takes the opportunity to interact with their clients to help him gain a deeper understanding of clients’ concerns, risk tolerance, time horizon, liquidity needs and goals. Jim also works closely with the Branch’s Office Management Team to manage risk and help ensure that advisor teams are working to enhance the overall client experience.

Peter Lazor| Associate Market Executive| Director

Our Short Hills Branch office’s financial advisors have one primary goal: to help affluent, high-net-worth and ultra- high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for enlisting experienced advisors and career-changing recruits. The Market Executive in your Branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.

David Morrison| Client Relationship Manager| Vice President

The Office Management Team (OMT) collaborates on executing strategic initiatives in the market.  The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Terri Payne| Client Relationship Manager| Vice President

The Office Management Team (OMT) from the Short Hills Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Aixa Robinson| Client Relationship Manager| Vice President

One of the things that helps make Merrill Lynch a desired destination for high-achieving individuals and experienced financial advisors in Short Hills is the Office Management Team (OMT). OMT offers a culture of providing expansive resources and training to advisor teams and career-changers; encouraging them to use new and innovative business strategies; providing an efficient management structure and a dedicated effort to manage risk. We believe that outstanding local leadership— which usually includes a Market Executive, Division Executive, business and operations support teams, and relationship and administrative managers—is a major reason why many advisors have found success in the Short Hills Branch.

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

The Branch is always seeking advisors and teams who want to understand more about the investment insights of Merrill Lynch and providing access to the banking convenience of Bank of America to help you establish professional recognition. Combine our brand awareness with our entrepreneurial business style…our innovative financial services with an openness to try new ideas…our breadth of strategies along with the specialists to support them…and see for yourself how we can help your business thrive with a program designed to help you enrich clients’ financial lives.

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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