Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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The TWN Wealth Management Group is headquartered in East Brunswick, NJ. The ten members of our team have over 100 years of combined experience at Merrill Lynch and Bank of America. We work with a select group of business owners and affluent families, delivering highly customized advice and service.
As of November 2023, our team has been entrusted with over $1.8 Billion in client assets and liabilities.
Our team was recently named to the 2023 Forbes "Best-in-State Wealth Management Teams" List in the state of New Jersey.
*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
We aim to provide a high-level white glove service to our clients, like that of a family office. Our service team acts as clients' private banker, processing wires and other transfers, managing bill payment, submitting fraud claims, and is a first point of contact for all other day to day banking needs.
We believe that the relationship between a Client and Advisor is the first step in developing a sound financial strategy. That relationship is what allows us to have a deep understanding of our Clients' goals. As Advisors, we sit on the same side of the table as our Clients when making financial decisions, helping them understand how each decision will impact their short term and long term goals and priorities. Drawing on our experience and utilizing the capabilities provided by Merrill and Bank of America, we are able to create customized strategies to realize these goals and priorities.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Banking Specialist
Merrill
Alternative Investments Regional Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644449
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 understand that both your life and the financial markets can change over time. By 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 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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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