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SHORT HILLS, NJ

Merrill Lynch Wealth Management Branch Office

Here’s an opportunity you may have been waiting for: a chance to offer clients and prospects the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. You and I can collaborate on developing potential strategies designed to help clients preserve, grow and distribute wealth.

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Branch Office Profile

About Us

The advisors at the 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 planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

Community 

Through our volunteerism and charitable outreach, the 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 investing insights of Merrill, a disciplined wealth planning 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.

The Cook Group

Wealth Management Group

Harold Cho

Vice President

Senior Financial Advisor

Jacqueline Bond-Lasher,

CFP

First Vice President

Wealth Management Advisor

Sandra Raia,

CRPC

Vice President

Senior Financial Advisor

Patricia A Bell

Managing Director

Wealth Management Advisor

Craig M Zaikov,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Stephen Smoragiewicz

Assistant Vice President

Financial Advisor

Thomas C Cook

Assistant Vice President

Senior Financial Advisor

Sen Yen Goh,

CPFA,

CPWA,

CFP

First Vice President

Wealth Management Advisor

Michael E Lozowski,

CFP

First Vice President

Wealth Management Advisor

Darren Marcantuone,

CRPC

Vice President

Senior Financial Advisor

Paul F. Maletsky,

CPFA

First Vice President

Senior Financial Advisor

Darron hale Braslow

Senior Vice President

Senior Financial Advisor

Patricia M Barksdale,

CRPC

Vice President

Wealth Management Advisor

Bradford R Bonner

Vice President

Senior Financial Advisor

Peter D Ryan

Vice President

Senior Financial Advisor

Meet our Office Management Team

Paul Santucci| MLWM Market Executive| Managing Director

Ro Brooks| Market Executive Assistant

Joseph Troiano| Market Supervision Manager| Vice President

Gina Lessner| Market Supervision Manager| Vice President

Kate Hernandez| Market Supervision Manager| Vice President

Andria Bonanni| Administrative Assistant

Rachel Scrudato| Administrative Assistant

Lizelle Pernia| Administrative Assistant

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.

Careers 2

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