The Beacon Group Retirement
77 Broad Street
Red Bank, NJ 07701
(732) 530-3075
Email Us(732) 530-3075
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
The Beacon Group Retirement
Merrill Lynch Wealth Management
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Charles Belluardo
Forbes "Best-in-State Wealth Advisors", 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Financial Times "401 Top Retirement Plan Advisers", 2019
(Published on October 10, 2019. Rankings based on data as of Dec 31, 2018.)
Forbes "Best-in-State Wealth Advisors", 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Financial Times "401 Top Retirement Plan Advisers", 2019
(Published on October 10, 2019. Rankings based on data as of Dec 31, 2018.)
John Lembeck
Forbes "Best-in-State Wealth Advisors", 2018-2019
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "401 Top Retirement Plan Advisers", 2017-2018
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2019
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "401 Top Retirement Plan Advisers", 2017-2018
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Sabrina Wiesel-Crammer
Financial Times "401 Top Retirement Plan Advisers", 2017
(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Financial Times "401 Top Retirement Plan Advisers", 2017
(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Mission
Our purpose is simple, it's to help make financial lives better — it's who we are and what we do.
Meet Our Team
John Amirante, CAP®,CFP®,CIMA®,CPFA™
Vice President, Senior Financial Advisor
732.530.3118
732.530.3118
Chris G Murphy, CFP®,CPFA™
Assistant Vice President, Wealth Management Advisor
732.530.3040
732.530.3040
Danielle F. D'Angiolillo, CFP®
Assistant Vice President, Wealth Management Specialist
732.530.3116
732.530.3116
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Venturi
Lisa Rainforth
Wealth Strategies Advisor
Allison Baldino
Wealth Management Banking Specialist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.