Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Merrill lynch

Kent Mollo Group

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Merrill Lynch
Wealth Management




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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 over 40 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.

Marissa Baldoni is the CERTFIFIED FINANCIAL PLANNER™ professional on the team and is the fourth financial advisor with over 5 years of experience.

Stephanie Williams, a Registered Wealth Management Client Associate with over 8 years experience is joined by Maria Artemiou, also a Wealth Management Client Associate and the newest 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.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

My team and I will help you fulfill your vision for your family's financial future.

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 Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2019, 2020, 2021 and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2019, 2020 and 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

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.

Robert Thompson

Wealth Management Banking Specialist

Merrill

Karen Gower Hofrichter

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #589277

Michael K Costo

Retirement Specialist

Bank of America, N.A.

Past Events

The Year Ahead

Seasons 52, 3535 US Highway 1, Suite 100B, Princeton , NJ 08540

January 25th, 2023|6:00 PM EST

We are excited to host our first in-person dinner event in over two and a half years and would love to see you!

Please say you will join us for a Year Ahead Market Outlook dinner with thought leadership from J.P. Morgan at Season 52 on Wednesday, January 25, 2023.

    Goldman Sachs: Market Snapshot, are we there yet?

    December 7th, 2022|12:00 PM EST

    During this event, Wendy Lin, Market Strategist will review Goldman Sachs’ view on the election and the markets.

    • What are the Sources of Volatility?
    • What are the Sources of Stability?
    • What is driving the markets?
    • What is Goldman Sachs’ forecast for the future?
    To register: https://goto.webex.com/goto/onstage/g.php?MTID=e8371fd185eda6f87a6d5efef1976ff61

      Making Medicare Work for You

      September 21st, 2022|12:00 PM EST

      During this educational event, we will: 

      • Provide you with timely information that you can consider to make informed decisions 
      • Discuss the various components of Medicare, including cost and enrollment
      • Share how Merrill advisors will strive to help you pursue your goals 
      • Review strategies to ensure you choose the right plan
      • Ask questions directly to a Medicare expert
      To register for and join:
      https://goto.webex.com/goto/onstage/g.php?MTID=e8f529e3706a3dbd5978e4e058fb5bcc2 

        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.


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            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.

            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.