Dan Nigro has been a Merrill Financial Advisor since 2000. Dan’s extensive knowledge of the industry includes but is not limited to asset management, portfolio analysis, options strategies and cash management.

Dan is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Dan received his undergraduate degree from Johnson and Wales University. Dan resides in South River, NJ with his wife and two children.

Named to On Wall Street’s "Top 40 Advisors Under 40" in 2018* (published on January 16, 2018. Rankings based on data as of Sept 30, 2017)
Named to Forbes "Best-in-State Wealth Advisors" list in 2020** (published on January 16, 2020. Rankings based on data as of June 30, 2019)

*Source: On Wall Street “Top 40 Advisors Under 40” list, published on January 16, 2018. Rankings based on data as of Sept 30, 2017.

On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for
wirehouses and regional broker-dealers. On Wall Street published online its “Top 40 Advisors Under 40” list, compiled using data solicited
from the advisors’ employers. Individual trailing 12-month production for each advisor was the primary ranking criteria. The ranking
or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client
experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

**Source: The Forbes “Best-in-State Wealth Advisors” list, published on January 16, 2020. Rankings based on data as of June 30, 2019.

Data provided by SHOOK™ Research, LLC. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

 

Josh Wisotsky delivers personalized white glove service to an exclusive group of business owners, families and individuals to help define their financial goals and develop customized investment strategies designed to achieve them.With his team, he helps simplify, organize and coordinate clients' financial lives, by leveraging resources and expertise both within and outside Merrill, and by providing regular reviews and discipline to adjust to changes in markets and clients' lifestyle needs. In addition to helping clients with long term recommendations, such as projecting and planning for retirement income, and multi generational planning, Josh focuses on helping clients with short term tax free fixed income strategies as well as credit and liability management needs.

Josh is proud to be a highly respected advisor at one of the world's leading wealth management firm, and is passionate about addressing each client’s unique set of circumstances in a meaningful and personalized way. He has been working in private wealth management since 1998.

He and his wife have four children, reside in Bergen County and are active participants in their community through fundraising organizations and mentoring programs. Josh is also a Balloon Handler in the annual Macy's Thanksgiving Day Parade.

Brian has been a registered member of the Merrill Lynch Wealth Management team since 2008. His areas of focus include but are not limited to securitized lending, estate settlement, personal wealth planning, and retirement plans.

Brian is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc. Brian also holds the Chartered Retirement Planning Counselor designation, which he obtained from the College for Financial Planning. He received his Bachelor’s degree from William Paterson University in Finance and Economics and his Master’s degree from Rutgers University in Business Administration.