Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Merrill Lynch

TWN Wealth Management Group

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Merrill Lynch
Wealth Management

Our mission is to bring a comprehensive wealth management experience to high and ultra-high net worth clients. To do so, we provide an institutional level of asset management and financial strategy, all delivered through a family office style private banking service. All of this is made possible by the depth and breadth of the products and services available through Merrill and Bank of America.


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 January 2024, our team has been entrusted with over $1.9 Billion in client assets and liabilities.

Our team was named to the Forbes "Best-in-State Wealth Management Teams" List in the state of New Jersey in 2023 and 2024. 

Published annually in January. Rankings based on data as of March 31 of prior year.* 

*Forbes is a trademark of Forbes Media LLC. All rights reserved. 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.  


Our Services

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.


Our Philosophy

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.


Navigating Wealth

Significant wealth presents unique challenges that require highly customized strategies and solutions. Our team has extensive experience ensuring that clients maintain the cash flow necessary to support their lifestyle goals while guiding them through these challenges, such as:

  • Family transitions – births, deaths, weddings, and divorces
  • Professional transitions – career changes, retirements, deferred compensation and severance options
  • Business transitions – purchase, sale, or merger of an owned business, integrating the next generation into the business

Meet Our Team

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.

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.

Anum Arain

Wealth Management Banking Specialist


Natalie De La Calle

Alternative Investments Regional Specialist

Bank of America, N.A.

Julissa Y Aguero

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #644449

Staying on Track

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.

Reviews to help you
stay on track

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.

    Changes in your life
    and to your goals

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.

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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.