Lisa’s goal is to help clients and their families prepare for their financial futures while living their best lives today. She combines empathy based on personal experience with wealth management knowledge acquired over 30+ years at Merrill. Lisa especially enjoys working with women who are going through life transitions that may affect their wealth, from retirement to divorce or the death of a spouse.    

Lisa begins every relationship with candid conversations to understand what wealth means to each client and how it can help them live the lives they imagine. She addresses a range of wealth management concerns, including cashflow and budgeting, the role of risk in investing, and retirement income and legacy planning. By helping clients articulate what they value most,  she can assist them in designing strategies aimed at growing, preserving, and passing on their wealth.

Lisa planned to become a doctor but instead chose a career where she can help clients focus on their financial health. A firm believer in continuing education, she is a CERTIFIED FINANCIAL PLANNER™, CFP® professional and also holds the Chartered Retirement Planning Counselor, CRPC, Certified Plan Fiduciary Advisor® (CPFA®), and Certified Exit Planning Advisor (CEPA®) designations. She has received multiple recognitions throughout her career and was named to the Forbes Best in State Advisor¹ list for five consecutive years 2018-2022 (published annually Jan - April. Rankings based on data as of June 30 of prior year), Forbes Top Women Wealth Advisor² list for two consecutive years 2020-2021 (published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year), Forbes America’s Top Women Wealth Advisors Best-in-State³ list 2022 and Working Mother Top Wealth Advisor Moms⁴ in 2018 and 2019.          

Lisa believes in giving back through mentorship and community service. She has mentored Merrill colleagues individually, as a member of the executive committee of the firm’s Northern New Jersey Women’s Exchange, and through Merrill’s National Advisor Growth Network. In the community, she has volunteered with children through Make-a-Wish® New Jersey and raised funds for AIDS Life Cycle by bicycling from Los Angeles to San Francisco. A 25-year resident of Basking Ridge, New Jersey, Lisa is most proud of her work with the Greater Somerset County YMCA. She currently serves on the organization’s board of directors as chairperson of the financial development committee.  

¹Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

²Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

³Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of Sept 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not acriterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

⁴Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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 Working Mother/SHOOK Research 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 SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

Brett is focused on a holistic approach around accumulation, preservation and distribution of wealth for High Net Worth individuals and their families. He has a special concentration, of working with executives of publicly traded companies, helping to navigate the complexities of their stock and option positions in a tax efficient manner especially during a job or career transition.

Brett is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. He holds his Series 7, Series 66 FINRA registrations, as well as Life and Health Insurance licenses.

Originally from Bangor, PA, Brett came to Merrill Lynch Wealth Management and joined the LL Group located in Florham Park, NJ, immediately after graduating from Allegheny College with Bachelor’s Degree in Economics.  While at Allegheny College he was a four year member of the Varsity Football team and remains close to his Alma Mater as a registered career mentor.  In his free time, he enjoys playing golf, spending time on Lake Hopatcong, NJ and cheering on Allegheny College Athletics.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.