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Kent Mollo Group

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Kent Mollo Group

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Merrill Lynch
Wealth Management

Hear how Lisa Kent and her team support their clients in identifying their vision and outlining a plan for the future to help them stay focused and reach their financial goals.

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Our Team

For nearly 39 years Lisa Kent has witnessed up and down markets, strong and weak economies, and investment fads and bubbles of all kinds. What remains unchanged is her philosophy of helping clients live the best lives possible with the resources that they have. The Team strives to make simple what may be complicated, to promise to ask questions no one else asks, and to help solve complex financial challenges for their clients. With the investing insights of Merrill and access to the banking convenience of Bank of America, the Kent Mollo Group has a wide variety of strategies and services available to serve their clients.

Lisa’s partners include her husband, Timothy Kent, a 31 year veteran of the financial services industry, and Francesco Mollo who has served in this industry for nearly 18 years.

Kelly Nilsen, a Registered Wealth Management Client Associate over 27 years experience is joined by Stephanie Williams, also a Registered Wealth Management Client Associate, and Marissa Baldoni, a Financial Advisor, and the most recent addition to the Team.

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The Kent Mollo Group Philosophy

Our Team is driven by the power of our clients’ goals and aspirations. We will ask questions to help you identify the intention of your wealth, and offer solutions that help solve for these needs while maintaining flexibility. Are you looking to leave a legacy for your children? What happens in the timeline of your life between now and then? Are there others that you are financially responsible for? What about saving for milestone events? Let us help you uncover all that matters to you and your family over the course of the generations. With the power of the combination of Merrill and the Bank of America, we will work alongside of you to develop an approach that is customized for your personal financial needs.

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Approach

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 your financial approach 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 and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. 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’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill 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 approach 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 help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

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Capabilities

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 investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions 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 potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Recognition

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.

Lisa K Kent

Forbes’ “America’s Top Women Wealth Advisors” 2019 and 2020

Forbes “Best-in-State Wealth Advisors”  in 2019, 2020, and 2021.

Meet the 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.

Karen Gower Hofrichter

Karen Gower Hofrichter

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #589277

Michael K Costo

Michael K Costo

Retirement Specialist

Bank of America, N.A.

Deena Darkhabani

Deena Darkhabani

Wealth Management Banking Specialist

Merrill

Upcoming Events

Investment Insights and Viewpoint

September 22nd, 2021|12:00 PM EST

Please join the Kent Mollo Group for a virtual event on Merrill’s Investment Insights and Viewpoint on Wednesday, September 22, 2021 at 12:00pm EST or 6:00pm EST.


David Koh, Managing Director will be presenting recent research from the Chief Investment Office on the following topics:
 

·         Where does Merrill think the markets will finish the year and what do they see for 2022?
·         What are the best asset classes to own and in what measure given these volatile times?
·         How does Merrill view global economies with the uncertainty of the path of the Delta variant of the corona virus?

    For more information: kentmollogroup@ml.com

    Investment Insights and Viewpoint

    September 22nd, 2021|6:00 PM EST

    Please join the Kent Mollo Group for a virtual event on Merrill’s Investment Insights and Viewpoint on Wednesday, September 22, 2021 at 12:00pm EST or 6:00pm EST.


    David Koh, Managing Director will be presenting recent research from the Chief Investment Office on the following topics:


    · Where does Merrill think the markets will finish the year and what do they see for 2022?
    · What are the best asset classes to own and in what measure given these volatile times?
    · How does Merrill view global economies with the uncertainty of the path of the Delta variant of the corona virus?

      For more information: kentmollogroup@ml.com

      Past Events

      Inside the Mind of a Champion Series | Maximizing Talent

      June 24th, 2021|7:00 PM - 8:00 PM EST

      Don't miss out on this exciting virtual series featuring intimate discussions with legendary figures in the world of sports!  

      Maximizing Talen featuring Jimmy Rollins
      Former NL MVP, All-Time Hit Leader for Philadelphia Phillies and Word Series 2008 Champion.  Also played for Los Angeles Dodgers & Chicago White Sox.  

      To learn more or reserve your place today please email kentmollogroup@ml.com.

        The Kent Mollo Group Presents: Lunch and Learn with Mark Peterson

        May 21st, 2021|12:00 PM EST

        We are hosting the Kent Mollo Group Lunch and Learn series for 2021!  Please join us for 30 minutes of a lively and interesting conversation on what has happened in the last month and a chance to hear from a thought leader at BlackRock Investments regarding investing during these interesting times.

        Topics will include:

        ·         An update on Bank of America and our community involvement
        ·         Updates on the virus and the pandemic around the world
        ·         Investing during these interesting times

        Please email kentmollogroup@ml.com for more information.

          Women and Financial Wellness: Beyond the bottom line

          May 12th, 2021|11:00 AM EST

          Please join us for a lively and interesting conversation on Women and Financial Wellness!


          On May 12, 2021 at 11:00am EST and 5:00pm EST, the Kent Mollo Group will be joined by Cynthia Hutchins and Sheila Gorman of the Retirement and Personal Wealth Strategy Group of Bank of America/Merrill’s thought leadership team.


          Topic discussed will include:

          ·         Women lead longer lives; how can they save effectively?

          ·         What are some of the social taboos and barriers for investing for women?

          ·         What are the trends in gender biases?

          ·         Caregiving and Women and finance

          ·         Financial security in Widowhood

            Your Financial Approach

            We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

            HEALTH
            Planning for healthcare expenses now and in the future
            • Long-term Care Insurance3
            • Health Savings Account2
            • Disability Insurance3
            HOME
            Upsizing, downsizing, remodeling or buying a vacation home
            • Home Loans2
            • Home Equity Lines of Credit2
            • Securities-Based Lending2
            • Credit Cards2
            WORK
            Working in retirement, selling or starting a business
            • Bank of America Business Banking2
            • Exchange Funds1
            • Concentrated Stock Management1
            • Succession Planning1
            LEISURE
            Spending your free time in meaningful ways
            • Credit Cards2
            • Securities-Based Lending2
            • Structured Lending2
            GIVING
            Volunteering, mentoring others and giving to charities
            • Donor-Advised Funds4
            • Private Foundations4
            • Charitable Trusts4
            FINANCE
            Using your finances to bring it all together
            • Merrill Investment Accounts1
            • Investment Advisory Accounts1
            • Alternative Investments1
            • Exchange-Traded Funds1
            • Mutual Funds1
            • Closed-end Funds1
            • Fixed Income Products1
            • Options1
            • Annuities3
            • Impact Portfolios1
            • Market-Linked Investments1
            • Securities-Based Lending2
            • Margin1
            • Home Loans2
            • Bank of America Checking and Savings Accounts2
            • Credit Cards2
            • Online Account Access1,2
            FAMILY
            Taking care of your family and other people in your life
            • Trust & Estate Planning Services4
            • Education Funding1
            • Insurance3

            1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
            2 Banking, mortgage and home equity products offered by Bank of America, N.A.
            3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
            4 Trust and fiduciary services are provided by Bank of America Private Bank.

            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.

              #DigitalMerrill

              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.


                Merrill_Capabilities_Brochure.png  

                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.

                Personalized advice from a dedicated financial advisor.

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

                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.

                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.