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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 approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income 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 helping 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 potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities 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 client, you have access to the knowledge and experience of industry-skilled 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 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

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

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

Robert Kelly,

CFA

Vice President

Financial Advisor

David Reeve,

CPFA,

CFP,

CFA

Vice President

Financial Advisor

Shami Kaur,

CFP

Financial Advisor

Geoffrey Cleveland

Vice President

Financial Advisor

James P Cole,

CPFA,

CFP

First Vice President

Wealth Management Advisor

Meet our Office Managment Team

Deborah Shepherd| MLWM Market Executive| Managing Director

CFP, CFP

Robyn Paulin - Market Executive Assistant| Administrative Assistant

Melissa Leonardo-Berth| Associate Market Executive| Director

Joseph Vazza| Senior Market Supervision Manager| Director

Len Annucci| Market Supervision Manager| Vice President

Gina Lessner| Market Supervision Manager| Vice President

Andria Bonanni| Administrative Assistant

Amanda Pilla| Administrative Assistant

Francisco Gonzalez| Client Relationship Manager| Vice President

Nancy Canales| Client Relationship Manager| Director

Lizelle Pernia| Administrative Assistant

Kim Bonanni| FADP Performance Manager| Vice President

Let’s Have a Conversation

We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

Events

Attend one of our upcoming events

Find the Next Mountain

Nov 18th, 2020 | 4:30PM-5:30PM EST

4:30pm  Welcome and Introduction by Lindsay Hans, Managing Director, Mid Atlantic Division

4:35pm  Fireside Chat with Lindsay Hans & Jill Ellis, All-Time Winningest Coach in U.S. Soccer History, Former Head Coach, U.S. Women’s National Soccer Team

5:10pm  Live Q&A

5:30pm  Virtual Discussion Concludes

4:30pm  Welcome and Introduction by Lindsay Hans, Managing Director, Mid Atlantic Division

4:35pm  Fireside Chat with Lindsay Hans & Jill Ellis, All-Time Winningest Coach in U.S. Soccer History, Former Head Coach, U.S. Women’s National Soccer Team

5:10pm  Live Q&A

5:30pm  Virtual Discussion Concludes

RSVP OnlineCall to reserve

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 approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management 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