Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Nelligan and Associates is a Merrill Lynch Wealth Management team headquartered in Princeton, New Jersey. Speak with me or one of my team members for a few minutes, and you’ll notice something different. Our work is a vocation and a passion.
A team of veteran advisors, we combine experience, ethics, and exceptional service to help clients move from where they are, to where they want to be. We are a financial “GPS”, lending direction and clarity to life’s crossroads and decision points.
Our principals—Joe Nelligan, Mike Barna, and Jim Bumstead—bring decades of real-world experience in wealth management, investing, accounting, business, and engineering.* We’re skilled in circumventing the pitfalls and remedying the gaps that clients typically encounter. At the same time, our work is intensely personal. Committed listeners, we work to discern a client’s past, present, and future, so that we can better address their goals and needs.
We don’t sugar-coat our advice. We’re in the business of helping people – not telling them what they want to hear. Our process is grounded in purposeful action, committed discipline, and long-term thinking. In a world characterized by instant gratification, we help clients develop an actionable plan to resolve confusion, enhance clarity, and make steady progress toward meaningful objectives.
Service is the foundation of our work; it’s what makes us excited to tackle each new challenge. What other people view as headaches, we see as opportunities – to educate, resolve, and move forward. Our Client Associate, Rob Velcko, helps foster the warm and welcoming environment that characterizes our office. Resolute in tracking down answers, Rob is a linchpin of efforts, streamlining each client’s financial life. As a team, we don’t wait for issues to magically resolve. We anticipate, and then we act.
Visit the Nellligan & Associates Team Website for more detailed information http://fa.ml.com/Nelligan-Associates.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.