Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
- Insurance3
609.243.7956
7 ROSZEL ROAD
Floor 04
PRINCETON,
NJ 08540
We are a Merrill Lynch Wealth Management team headquartered in Princeton, New Jersey. We serve multiple generations of client families in many states, offering tailored advice and guidance, a goals-based investment process, and a heartfelt service ethic. Clients include current and retired executives, business owners, academics, special-needs families, and other individuals who benefit from indepth attention and strategy.
Led by Jean Wiegner, our team brings over fifty years of experience. We’ve witnessed numerous market cycles, economic conditions, and fiscal environments. More importantly, we combine hands-on acumen and insight with a strong emotional connection to our clients. We recognize each client is unique – with distinctive risk tolerances, liquidity needs, and time horizon. We’re keenly attuned to each person’s priorities, working to propel clients toward the lives and legacies they envision.
We’re honored to enjoy referrals as the primary source of new relationships. We believe in earning trust through concerted action, impeccable responsiveness, and reliable outreach. Families have entrusted their wealth to us across generations. Our continuity of service is mirrored in our team structure. We combine maturity and seasoned advice with dynamism and forward-thinking ideas.
Speak to us and you will detect something different. We care deeply about the families we serve, offering proactive initiatives for issues that matter most. As Wiegner, relates, “We’re problem solvers. Our diligence makes a difference in clients’ lives—that’s our reward.” Moriarty adds: “We serve as a gateway toward consistency. We help people progress from good intentions to a well-executed strategy, striving to lay the groundwork for long-term success.”
We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your financial needs.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.
Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill Lynch’s investment insights to address all aspects of your financial life.
Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
The stock market is a device to transfer money from the impatient to the patient.Warren Buffet
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Retirement Specialist
Trust Specialist
Senior Wealth Management Lending Officer
7 Rozel Road, Princeton, NJ 08540
April 22th, 2019|5:30 PM EST
A well-constructed investment strategy will help you stay on track to achieve your goals.
But what if you could direct your investments to provide financial return and have a positive
effect on the world you live in?
For more information: 609-243-6851 or Brian.Moriarty@ml.com
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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 Lynch’s asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
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