Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
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.
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.
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.
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.
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.
Senior Vice President
Wealth Management Advisor
CFP, CRPC, CPFA
Eric began his career at Merrill Lynch in 1998 after working for 5 years as a sales director for Automatic Data Processing. A founding member of The Hinds/Pearly Group, he provides overall leadership and a firm believer in the Merrill Lynch principle of responsible citizenship. Eric is a Managing Director, Senior Resident Director for the Summit, New Jersey, office.
Eric was awarded the prestigious Merrill Lynch David Brady Award*, which recognizes volunteerism in the community, in 2011. In 2012, The Arc of Monmouth County New Jersey also honored Eric for his commitment to community service.
Eric resides in Holmdel, New Jersey, with his wife, Karen, and their three children, Eric, Connor and Abigail. An avid soccer player, Eric also enjoys reading, traveling, skiing and coaching his children in various sports.
A founding member of Hope for Children Foundation, Eric has been the organization's president since 2003. He resides in Holmdel, New Jersey, with his wife, Karen, and their three children, Eric, Connor and Abigail. An avid soccer player, Eric also enjoys reading, traveling, skiing and coaching his children in various sports.
The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Wealth Management employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.
Nagib began his career at Merrill Lynch in 2002 in the campus of Hopewell, NJ. He started in the CMA Operations as an early fraud prevention analyst for Visa Authorizations. While at Visa Authorizations, he also learned about other departments operational procedures related to Lost/Stolen as well as Fraud and Non-Fraud disputes. In 2005, Nagib was promoted to Assistant Supervisor and managed eleven fraud prevention analysts. In July 2008, Najob was promoted to an Officer of the Online Risk Management team.
In April 2011, Nagib joined the Short Hills Complex Office as a Client Associate in order to continue his commitment to serve the clients of Merrill Lynch. In 2016 Nagib transitioned over to the Summit Office where he is now the Resident Director's Assistant.
Nagib resides in Central New Jersey with his wife (an International Tax Counsel) and children, Russell and Layla.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Managment Advisor, you should consider the opportunity to become one yourself.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
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.
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.
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.