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SOUTHERN MONMOUTH, NJ

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

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Branch Office Profile

The Merrill Lynch Southern Monmouth office has proudly served the financial needs of our local community for more than 20 years. We are home to a group of extraordinary Financial Advisors with in-depth experience and knowledge in finance, dedicated to serving the needs of clients. <br/><br/>Located in the heart of one of the most prominent shore regions of the state, the Southern Monmouth office focuses on delivering wealth management solutions to high-net-worth individuals and businesses while delivering service based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals. <br/><br/>Our team of experienced Financial Advisors and Client Associates work together diligently in delivering our firm's many capabilities to suit clients' needs and goals. Our goal is to assist with all facets of clients' financial lives, including:<br/><br/>* Wealth planning<br/>* Asset allocation and investing<br/>* Tax-managed investing<br/>* Wealth transfer planning<br/>* Social Security optimization techniques<br/>* Retirement plans and services<br/>* Business succession planning<br/>* Concentrated equity strategies<br/>* Insurance<br/>* Annuities<br/>* Banking and lending, including commercial banking, business banking, home financing and much more (through Bank of America, N.A.)<br/>* Foreign exchange solutions<br/>* Investment banking<br/>* Merchant services<br/>* Philanthropic planning and services<br/>* Trust services, including trusteed IRAs<br/>* And more<br/><br/>Our team provides clients with independent advice and guidance, strategic thinking and the intimacy you would expect from a boutique financial services firm. Talk with us and experience Financial Advisors who are committed to working together with you to help you execute a plan to meet your needs today and in the future.

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.

Courtney M Hogan,

CPFA

Senior Vice President

Resident Director

The Fitzsimmons Group

Vice President

Senior Financial Advisor

Bradley Dobin,

CPM,

RMA,

CIMA,

CFP

Senior Vice President

Senior Financial Advisor

Richard Fitzsimmons,

CFP

Senior Vice President

Wealth Management Advisor

Sean C Flaherty

Senior Vice President

Wealth Management Advisor

James C. Krakowski

Vice President

Financial Advisor

Mikaela Guzman

Senior Financial Advisor

Christopher D. Edgar,

CIMA,

CRPC

Senior Vice President

Wealth Management Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers 4

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

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