Mary M. Beckett, CFP®, CRPC™, is a Managing Director and Senior Consultant with Beckett George Wealth Management. As a CFP® professional, Mary works closely with families to manage their goals-based wealth management planning needs, as well as investment, insurance and liability strategies. She believes assisting the whole family is integral to client wealth preservation and growth goals across multiple generations. Mary was named to the 2023 Forbes "Best-in-State Wealth Advisors" list (published on April 4, 2023. Rankings based on data as of June 30, 2022.*), Forbes "Top Women Wealth Advisors Best-In-State" list in 2023, and 2022 (published annually in February. Rankings based on data as of September 30 of prior year.*) and named to the Barron’s “Top 1,200 Financial Advisors” list, March 2020 (published on March 13, 2020. Rankings based on data as of September 30, 2019.*) A passion of hers is educating and empowering families including women and young adults on financial literacy topics.

Mary joined Merrill in 1992, after being in the financial services industry since 1983. She is a graduate of the University of Delaware with a degree in Finance and has an MBA in Finance from Temple University. Mary holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor™ designation. Mary is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, helps clients pursue their investment objectives by building and managing team personalized or defined strategies.

Michael and Mary have two grown sons and reside in Moorestown New Jersey with their elderly spoiled Bichon Poodle Bella. Mary’s hobbies include fitness, reading, creating many terrariums and spoiling the aforementioned family dog.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 4, 2023. Rankings based on data as of June 30, 2022.*

Data provided by SHOOK® Research, LLC. Data as of 6/30/22. 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, 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. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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.

*Source: The Forbes “Top Women Wealth Advisors Best-in-State” list, published annually in February. Rankings based on data as of September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes “Top Women Wealth Advisors Best-in-State” 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. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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. 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.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 13, 2020. Rankings based on data as of September 30, 2019.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years of financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Amanda L. Green, CRPC™ is the Business Manager for Beckett George Bernstein Mulholland Wealth Management. Amanda joined the team in 2021, having worked in the financial services industry since 2005, and brings valuable experience in her effort to serve clients.

Prior to joining Beckett George Wealth Management, Amanda was a Bank of America Branch Manager and then promoted to become a key member of Merrill’s Delaware South Jersey Office Management Team. She earned the Chartered Retirement Planning Counselor™, CRPC™ designation and received her Business Management and Economics degree from Empire State College.

Amanda focuses on managing the delivery of the highest quality client family experience. Her role includes supervision of our concierge team to increase productivity, client and concierge advocacy, provide ongoing training, and reinforcement of the team’s core business processes.

In her free time, Amanda enjoys spending time outdoors and being with her family and mini golden doodle, Thea.

Charles (CJ) Walker, AAMS™® joined the team in 2016 as an Investment Management Specialist. He also serves as a Relationship Manager, helping to implement client personalized wealth management strategies that support critical family goals and objectives. CJ prides himself on his ability to answer client market inquiries succinctly and efficiently. Other responsibilities are investment due diligence, tax minimization implementation and order execution.

CJ is a proud graduate of Stockton University with a Bachelor of Science degree in Finance. An avid Philadelphia sports fanatic and golfer. He currently resides in Mantua with his wife Stephanie. 

*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.

Michael joined Merrill in 2014 and Beckett George Bernstein Mulholland Wealth Management in 2020. As a member of our concierge team, he is the primary point of contact and an important resource for all things administrative in our clients' lives. In addition to his administrative support, he assists clients with personalized attention relating to insurance, annuities and alternative investments. As a Wealth Management Associate he is available to assist clients with order entry and other market related requests. Michael takes pride in building strong client relationships through consistent communication and giving clients confidence that they are in good hands.

Michael resides in Sewell, NJ and enjoys playing basketball and pickleball in addition to spending time with family. He received his B.S. in Accounting and Finance from Rutgers University School of Business-Camden.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Marilyn Serrano is a true Merrill veteran with over 32 years in the financial services industry. She has been with Merrill since 1988 after working for two years at the Philadelphia Stock Exchange, joining The George Group in 2008, now Beckett George Bernstein Mulholland Wealth Management. Marilyn's extensive administrative and client service allows her to dedicate herself to families in a professional and proactive fashion. She is one of the first points of contact for clients, helping to open new accounts, ordering checks, new credit/debit cards issued and other administrative needs.

Marilyn and her husband of 42 years, Rey, live in Sicklerville, New Jersey. They have two children and one grandson, with whom family time and travel are first and foremost in their lives.

Patti Fortuna joined the team in 2018 and serves as the Beckett George Bernstein Mulholland Wealth Management "Financial Concierge". She delivers to clients VIP value-added services and resources they expect and deserve. Having worked in the financial industry for over 15 years, she takes pride in developing long-term relationships with families, supporting them with timely, caring service that reflects their goals and priorities, and creating an outstanding unique experience. Specifically Patti coordinates advisor meetings, assists clients with banking, credit cards and other benefits they deserve.

She resides in South Jersey with her husband of 25 years and enjoys spending time with her children, the outdoors and her large, extended family. She especially loves walking with her dog Ava and friend Marlyn.

Jared Hannah joined Merrill in 2022 as a Registered Wealth Management Client Associate with Beckett George Bernstein Mulholland Wealth Management. Jared was born and raised in New Jersey, and after obtaining his Bachelors degree in Finance from Bentley University in May of 2022, decided to move back to the area to pursue his career.

Jared strives to be an excellent and reliable resource for his clients in all administrative areas of wealth management, and takes pride in ensuring their financial goals are a shared responsibility. To offer comprehensive retirement advice to the families we serve, Jared earned the Chartered Retirement Planning Counselor™ designation, CRPC™ through the College for Financial Planning Institutes Corp - a Kaplan Company.

Jared is a native of Pittsgrove, NJ. He enjoys spending his time hunting, fishing, and anything that allows him to be outdoors.