Bradford Bonner is a Merrill Financial Advisor in the Short Hills, NJ office. Brad rejoined the firm after spending six years with Oppenheimer & Co. He has worked with high net-worth individuals and institutional investors for 20 years developing strategies to help meet their needs. He returned to Merrill Lynch Wealth Management where he began his career in the institutional equity sales and trading training program. Brad helps his team create strategies for clients to meet their short term needs while supporting their vision for long term aspirations.
As a financial advisor Brad delivers value added advice and guidance to accomplished individuals, senior executives, charities, and business proprietors. He uses his in-depth knowledge of money managers and alternative investments in a variety of asset classes to deliver a premier service. He uses an in-depth personal profile to determine client’s financial goals, priorities and needs. His objective is to exceed client’s expectations while mitigating their fears of the markets so they can focus on what they love doing best.
Brad graduated from Lafayette College in Easton, PA with a bachelor's degree in Economics and a minor in English. He played NCAA Division I varsity lacrosse and Division II club ice hockey. He is involved in various community activities, serving as Chair of the Scholarship Committee for The College Men’s Club of Westfield (provides college scholarships for local underprivileged seniors); Executive Board Member of The Pingry School Alumni Board; Ice Hockey Trustee of the Beacon Hill Club; and an active Camp Dudley Alum. He is a single digit golfer in the summer and enjoys playing adult hockey in the winter. He resides in Westfield, New Jersey, with his wife, Alexandra, and their three children: James, Elizabeth and Douglas.
Brad works to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can help meet your financial needs.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities — for yourself and your family. Our approach to financial planning places you — not the market — at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
