Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Kent Mollo Group
- phone
609.243.6804
- address
7 Roszel Road
Floor 04
Princeton, NJ 08540
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.
Kent Mollo Group
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.
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.
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.
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.”).
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
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 "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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.
Francesco D Mollo
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Marissa Baldoni
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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
.jpg)
Karen Gower Hofrichter
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589277
.jpg)
Michael K Costo
Retirement Specialist
Bank of America, N.A.
Past Events
Clean Out Your File Cabinets: Bring Us Your Shredding!
Merrill Lynch, 7 Roszel Road, Princeton , NJ 08540
April 22nd, 2023|9:00 AM - 12:00 PM EST
Tax season is behind us; it is time to throw out unnecessary paperwork.
The Kent Mollo Group and the Shannon Group invite you to join us for coffee and doughnuts on Saturday, April 22, 2023.
We will have shredding bins available in the lobby of our office on 7 Roszel Road, Princeton NJ.
Reservations required. RSVP to Maria Artemiou 609.243.6830 or email KentMolloGroup@ml.com.
The Family Love Letter
Seasons 52, 3535 US Highway 1, Suite 100B, Princeton , NJ 08540
May 3rd, 2023|6:00 PM EST
Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind.
Please join The Kent Mollo Group and The Shannon Group with our guest speaker from Neuberger Berman for a discussion on how to give this "gift" to your family.
To reserve your seat today please call Maria Artemiou at 609.243.6830 or email kentmollogroup@ml.com by April 26, 2023. Seating is limited.
Market Update Call With Derek Harris and Justin Devery
March 16th, 2023|4:00 PM - 5:00 PM EST
During this event, Derek and Justin will discuss both the risks and the opportunities in the market by leveraging recent reports from Bank of America’s Research department. As a visual aid, they will feature key tables and charts on the screen to help illustrate their talking points. After their discussion, they are happy to take any and all questions from the field.
To Join this call, please click the link below
https://goto.webex.com/goto/onstage/g.php?MTID=ed8bec6aee5a1e4e5e01e7da336651ea8
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Articles
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.
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.
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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.